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 | $187,900 | $183,519+2.4% | $155,509+20.8% | $145,922+28.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.68% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,585 | $5,313-51.3% | $4,672-44.7% | $4,660-44.5% |
| Participant deferral / active EE | $2,830 | $6,462-56.2% | $5,626-49.7% | $6,688-57.7% |
| Admin fee / account holder | $1,710 | $19,313-91.1% | $15,912-89.3% | $13,397-87.2% |