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 | $200,855 | $159,602+25.8% | $150,045+33.9% | $142,382+41.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 10.48% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $14,847 | $4,961+199.3% | $4,693+216.4% | $4,299+245.3% |
| Participant deferral / active EE | $10,625 | $8,310+27.8% | $7,997+32.9% | $6,507+63.3% |
| Admin fee / account holder | $94,774 | $14,846+538.4% | $13,435+605.4% | $12,624+650.8% |