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 | $195,710 | $214,378-8.7% | $200,582-2.4% | $142,382+37.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 11.19% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $7,270 | $6,841+6.3% | $6,419+13.3% | $4,299+69.1% |
| Participant deferral / active EE | $13,739 | $9,865+39.3% | $9,331+47.2% | $6,507+111.1% |
| Admin fee / account holder | $19,664 | $17,692+11.1% | $16,305+20.6% | $12,624+55.8% |