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 | $190,171 | $74,888+153.9% | $71,209+167.1% | $142,382+33.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.68% | 345.14%-332.5pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,652 | $2,854+63.0% | $2,721+71.0% | $4,299+8.2% |
| Participant deferral / active EE | $5,298 | $4,454+18.9% | $4,175+26.9% | $6,507-18.6% |
| Admin fee / account holder | $4,296 | $5,568-22.9% | $5,349-19.7% | $12,624-66.0% |