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 | $191,685 | $177,572+7.9% | $154,803+23.8% | $142,382+34.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 10.16% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,764 | $4,810-21.8% | $4,305-12.6% | $4,299-12.5% |
| Participant deferral / active EE | $9,136 | $6,272+45.7% | $5,540+64.9% | $6,507+40.4% |
| Admin fee / account holder | $3,355 | $16,786-80.0% | $14,329-76.6% | $12,624-73.4% |