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 | $191,520 | $159,602+20.0% | $150,045+27.6% | $142,382+34.5% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 10.01% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,960 | $4,961-40.3% | $4,693-36.9% | $4,299-31.2% |
| Participant deferral / active EE | $10,310 | $8,310+24.1% | $7,997+28.9% | $6,507+58.4% |
| Admin fee / account holder | $4,290 | $14,846-71.1% | $13,435-68.1% | $12,624-66.0% |