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 | $191,591 | $99,877+91.8% | $84,966+125.5% | $145,922+31.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 7.07% | 83.76%-76.7pp | 66.38%-59.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $3,789 | $3,231+17.3% | $2,727+38.9% | $4,660-18.7% |
| Participant deferral / active EE | $11,431 | $5,291+116.1% | $4,519+152.9% | $6,688+70.9% |
| Admin fee / account holder | $1,550 | $7,248-78.6% | $6,149-74.8% | $13,397-88.4% |