See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,714 | $202,318+5.6% | $172,739+23.7% | $152,861+39.8% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 4.72% | 1029.65%-1024.9pp | 802.84%-798.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $3,787 | $5,856-35.3% | $5,143-26.4% | $4,762-20.5% |
| Participant deferral / active EE | $7,563 | $5,948+27.2% | $5,198+45.5% | $5,850+29.3% |
| Admin fee / account holder | $6,572 | $17,109-61.6% | $13,954-52.9% | $11,596-43.3% |