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 | $224,146 | $177,572+26.2% | $154,803+44.8% | $142,382+57.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 11.15% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,923 | $4,810-18.5% | $4,305-8.9% | $4,299-8.8% |
| Participant deferral / active EE | $9,715 | $6,272+54.9% | $5,540+75.3% | $6,507+49.3% |
| Admin fee / account holder | $92,945 | $16,786+453.7% | $14,329+548.6% | $12,624+636.3% |