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 | $204,161 | $159,602+27.9% | $150,045+36.1% | $142,382+43.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.90% | 70.24%-58.3pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,826 | $4,961-22.9% | $4,693-18.5% | $4,299-11.0% |
| Participant deferral / active EE | $11,979 | $8,310+44.2% | $7,997+49.8% | $6,507+84.1% |
| Admin fee / account holder | $180,490 | $14,846+1115.7% | $13,435+1243.5% | $12,624+1329.8% |