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 | $186,302 | $177,572+4.9% | $154,803+20.3% | $142,382+30.8% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 10.28% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,503 | $4,810+14.4% | $4,305+27.8% | $4,299+28.0% |
| Participant deferral / active EE | $6,569 | $6,272+4.7% | $5,540+18.6% | $6,507+1.0% |
| Admin fee / account holder | $1,069 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |