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 | $217,993 | $159,602+36.6% | $150,045+45.3% | $142,382+53.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 11.39% | 70.24%-58.8pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $6,241 | $4,961+25.8% | $4,693+33.0% | $4,299+45.2% |
| Participant deferral / active EE | $9,531 | $8,310+14.7% | $7,997+19.2% | $6,507+46.5% |
| Admin fee / account holder | $5,012 | $14,846-66.2% | $13,435-62.7% | $12,624-60.3% |