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 | $183,896 | $198,466-7.3% | $170,442+7.9% | $147,584+24.6% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 6.77% | 257.29%-250.5pp | 205.93%-199.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $6,895 | $6,184+11.5% | $5,433+26.9% | $4,876+41.4% |
| Participant deferral / active EE | $6,002 | $5,629+6.6% | $4,939+21.5% | $5,439+10.4% |
| Admin fee / account holder | $889 | $16,852-94.7% | $13,880-93.6% | $10,885-91.8% |