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 | $228,298 | $177,572+28.6% | $154,803+47.5% | $142,382+60.3% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.1%+13.2pp | 80.1%+11.2pp |
| Annual return | 10.57% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $8,527 | $4,810+77.3% | $4,305+98.1% | $4,299+98.3% |
| Participant deferral / active EE | $5,896 | $6,272-6.0% | $5,540+6.4% | $6,507-9.4% |
| Admin fee / account holder | $3,760 | $16,786-77.6% | $14,329-73.8% | $12,624-70.2% |