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 | $192,285 | $152,587+26.0% | $125,175+53.6% | $152,861+25.8% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 3.29% | 54.84%-51.5pp | 43.79%-40.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,283 | $4,946-74.1% | $3,865-66.8% | $4,762-73.0% |
| Participant deferral / active EE | $2,243 | $5,868-61.8% | $4,937-54.6% | $5,850-61.7% |
| Admin fee / account holder | $5,957 | $13,434-55.7% | $9,702-38.6% | $11,596-48.6% |