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 | $214,719 | $114,381+87.7% | $107,525+99.7% | $142,382+50.8% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 10.12% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,670 | $4,015-8.6% | $3,754-2.2% | $4,299-14.6% |
| Participant deferral / active EE | $4,635 | $5,564-16.7% | $5,116-9.4% | $6,507-28.8% |
| Admin fee / account holder | $4,631 | $9,860-53.0% | $8,919-48.1% | $12,624-63.3% |