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 | $184,751 | $159,602+15.8% | $150,045+23.1% | $142,382+29.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 11.13% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,615 | $4,961-27.1% | $4,693-23.0% | $4,299-15.9% |
| Participant deferral / active EE | $11,680 | $8,310+40.6% | $7,997+46.1% | $6,507+79.5% |
| Admin fee / account holder | $125,400 | $14,846+744.6% | $13,435+833.4% | $12,624+893.4% |