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 | $186,303 | $159,602+16.7% | $150,045+24.2% | $142,382+30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.43% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $7,688 | $4,961+55.0% | $4,693+63.8% | $4,299+78.8% |
| Participant deferral / active EE | $20,362 | $8,310+145.0% | $7,997+154.6% | $6,507+212.9% |
| Admin fee / account holder | $28,721 | $14,846+93.5% | $13,435+113.8% | $12,624+127.5% |