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 | $214,041 | $159,602+34.1% | $150,045+42.7% | $142,382+50.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 6.02% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,406 | $4,961-31.3% | $4,693-27.4% | $4,299-20.8% |
| Participant deferral / active EE | $10,428 | $8,310+25.5% | $7,997+30.4% | $6,507+60.3% |
| Admin fee / account holder | $158,875 | $14,846+970.1% | $13,435+1082.6% | $12,624+1158.5% |