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 | $195,530 | $171,865+13.8% | $149,718+30.6% | $147,584+32.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 7.21% | 2113.22%-2106.0pp | 1501.63%-1494.4pp | 578.55%-571.3pp |
| Employer contribution / active EE | $2,632 | $6,275-58.1% | $5,445-51.7% | $4,876-46.0% |
| Participant deferral / active EE | $5,828 | $7,271-19.8% | $6,569-11.3% | $5,439+7.2% |
| Admin fee / account holder | $16,114 | $13,799+16.8% | $11,283+42.8% | $10,885+48.0% |