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 | $184,027 | $159,602+15.3% | $150,045+22.6% | $142,382+29.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 12.04% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,434 | $4,961-30.8% | $4,693-26.8% | $4,299-20.1% |
| Participant deferral / active EE | $7,794 | $8,310-6.2% | $7,997-2.5% | $6,507+19.8% |
| Admin fee / account holder | $29,175 | $14,846+96.5% | $13,435+117.2% | $12,624+131.1% |