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 | $178,481 | $159,602+11.8% | $150,045+19.0% | $142,382+25.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 7.84% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $9,479 | $4,961+91.1% | $4,693+102.0% | $4,299+120.5% |
| Participant deferral / active EE | $7,386 | $8,310-11.1% | $7,997-7.6% | $6,507+13.5% |
| Admin fee / account holder | $384,178 | $14,846+2487.7% | $13,435+2759.6% | $12,624+2943.3% |