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 | $189,247 | $159,602+18.6% | $150,045+26.1% | $142,382+32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.33% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,771 | $4,961-44.1% | $4,693-41.0% | $4,299-35.6% |
| Participant deferral / active EE | $11,361 | $8,310+36.7% | $7,997+42.1% | $6,507+74.6% |
| Admin fee / account holder | $3,314 | $14,846-77.7% | $13,435-75.3% | $12,624-73.7% |