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 | $202,792 | $202,432+0.2% | $169,368+19.7% | $139,434+45.4% |
| Participation rate | 78.9% | 81.1%-2.1pp | 77.1%+1.8pp | 80.3%-1.4pp |
| Annual return | 7.92% | 531.74%-523.8pp | 405.60%-397.7pp | 372.94%-365.0pp |
| Employer contribution / active EE | $6,267 | $4,692+33.6% | $4,013+56.2% | $4,751+31.9% |
| Participant deferral / active EE | $12,135 | $6,938+74.9% | $6,221+95.1% | $6,710+80.8% |
| Admin fee / account holder | $8,648 | $10,708-19.2% | $9,003-3.9% | $11,403-24.2% |