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 | $178,068 | $159,602+11.6% | $150,045+18.7% | $142,382+25.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 8.01% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,032 | $4,961-38.9% | $4,693-35.4% | $4,299-29.5% |
| Participant deferral / active EE | $12,800 | $8,310+54.0% | $7,997+60.1% | $6,507+96.7% |
| Admin fee / account holder | $17,533 | $14,846+18.1% | $13,435+30.5% | $12,624+38.9% |