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 | $181,527 | $177,572+2.2% | $154,803+17.3% | $142,382+27.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 3.97% | 65.07%-61.1pp | 58.88%-54.9pp | 217.08%-213.1pp |
| Employer contribution / active EE | $16,181 | $4,810+236.4% | $4,305+275.8% | $4,299+276.4% |
| Participant deferral / active EE | $11,941 | $6,272+90.4% | $5,540+115.5% | $6,507+83.5% |
| Admin fee / account holder | $8,571 | $16,786-48.9% | $14,329-40.2% | $12,624-32.1% |