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 | $114,241 | $108,919+4.9% | $100,391+13.8% | $145,922-21.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 7.51% | 57.88%-50.4pp | 49.20%-41.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $12,163 | $4,419+175.2% | $3,942+208.6% | $4,660+161.0% |
| Participant deferral / active EE | $12,194 | $8,445+44.4% | $8,082+50.9% | $6,688+82.3% |
| Admin fee / account holder | $174,852 | $9,689+1704.7% | $7,899+2113.6% | $13,397+1205.2% |