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 | $230,790 | $159,602+44.6% | $150,045+53.8% | $142,382+62.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 6.22% | 70.24%-64.0pp | 62.55%-56.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,625 | $4,961-26.9% | $4,693-22.8% | $4,299-15.7% |
| Participant deferral / active EE | $8,127 | $8,310-2.2% | $7,997+1.6% | $6,507+24.9% |
| Admin fee / account holder | $356,135 | $14,846+2298.8% | $13,435+2550.9% | $12,624+2721.2% |