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 | $231,599 | $159,602+45.1% | $150,045+54.4% | $142,382+62.7% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 8.96% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $8,331 | $4,961+67.9% | $4,693+77.5% | $4,299+93.8% |
| Participant deferral / active EE | $3,597 | $8,310-56.7% | $7,997-55.0% | $6,507-44.7% |
| Admin fee / account holder | $5,583 | $14,846-62.4% | $13,435-58.4% | $12,624-55.8% |