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 | $224,809 | $137,414+63.6% | $189,513+18.6% | $85,850+161.9% |
| Participation rate | 91.9% | 84.6%+7.3pp | 87.8%+4.1pp | 69.3%+22.6pp |
| Annual return | 8.32% | 38.14%-29.8pp | 555.15%-546.8pp | 318.53%-310.2pp |
| Employer contribution / active EE | $5,881 | $4,344+35.4% | $6,162-4.6% | $2,565+129.3% |
| Participant deferral / active EE | $5,191 | $6,260-17.1% | $8,221-36.9% | $3,952+31.4% |
| Admin fee / account holder | $19,785 | $8,630+129.3% | $12,045+64.3% | $6,260+216.1% |