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 | $177,348 | $165,984+6.8% | $164,813+7.6% | $145,922+21.5% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 8.27% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $6,901 | $5,273+30.9% | $4,341+59.0% | $4,660+48.1% |
| Participant deferral / active EE | $11,899 | $6,959+71.0% | $6,031+97.3% | $6,688+77.9% |
| Admin fee / account holder | $50,720 | $16,648+204.7% | $12,690+299.7% | $13,397+278.6% |