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 | $151,642 | $159,602-5.0% | $150,045+1.1% | $142,382+6.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 10.35% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $7,930 | $4,961+59.9% | $4,693+69.0% | $4,299+84.5% |
| Participant deferral / active EE | $10,618 | $8,310+27.8% | $7,997+32.8% | $6,507+63.2% |
| Admin fee / account holder | $1,025 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |