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 | $187,964 | $185,822+1.2% | $169,993+10.6% | $139,434+34.8% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 9.44% | 60.50%-51.1pp | 53.37%-43.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $7,847 | $7,590+3.4% | $6,785+15.6% | $4,751+65.2% |
| Participant deferral / active EE | $3,716 | $11,622-68.0% | $10,408-64.3% | $6,710-44.6% |
| Admin fee / account holder | $43,463 | $15,381+182.6% | $12,815+239.2% | $11,403+281.2% |