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 | $213,966 | $159,602+34.1% | $150,045+42.6% | $142,382+50.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 11.74% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $7,174 | $4,961+44.6% | $4,693+52.9% | $4,299+66.9% |
| Participant deferral / active EE | $9,959 | $8,310+19.8% | $7,997+24.5% | $6,507+53.0% |
| Admin fee / account holder | $48,965 | $14,846+229.8% | $13,435+264.5% | $12,624+287.9% |