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 | $190,972 | $159,901+19.4% | $146,958+30.0% | $145,922+30.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.28% | 98.13%-89.8pp | 418.34%-410.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,989 | $5,286-43.4% | $4,933-39.4% | $4,660-35.8% |
| Participant deferral / active EE | $8,017 | $8,428-4.9% | $8,070-0.7% | $6,688+19.9% |
| Admin fee / account holder | $2,843 | $15,044-81.1% | $12,998-78.1% | $13,397-78.8% |