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 | $232,581 | $214,378+8.5% | $200,582+16.0% | $142,382+63.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 9.59% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $6,346 | $6,841-7.2% | $6,419-1.1% | $4,299+47.6% |
| Participant deferral / active EE | $7,395 | $9,865-25.0% | $9,331-20.7% | $6,507+13.6% |
| Admin fee / account holder | $93,275 | $17,692+427.2% | $16,305+472.1% | $12,624+638.9% |