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 | $189,988 | $148,534+27.9% | $135,903+39.8% | $139,434+36.3% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 8.77% | 79.19%-70.4pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $10,812 | $5,243+106.2% | $4,856+122.6% | $4,751+127.6% |
| Participant deferral / active EE | $10,288 | $8,100+27.0% | $7,758+32.6% | $6,710+53.3% |
| Admin fee / account holder | $27,374 | $12,400+120.8% | $10,762+154.4% | $11,403+140.1% |