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 | $178,905 | $159,602+12.1% | $150,045+19.2% | $142,382+25.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 9.31% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,118 | $4,961-77.5% | $4,693-76.2% | $4,299-74.0% |
| Participant deferral / active EE | $5,538 | $8,310-33.4% | $7,997-30.8% | $6,507-14.9% |
| Admin fee / account holder | $22,509 | $14,846+51.6% | $13,435+67.5% | $12,624+78.3% |