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 6-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 | $194,850 | $159,901+21.9% | $146,958+32.6% | $145,922+33.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 7.23% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $5,332 | $5,286+0.9% | $4,933+8.1% | $4,660+14.4% |
| Participant deferral / active EE | $4,241 | $8,428-49.7% | $8,070-47.4% | $6,688-36.6% |
| Admin fee / account holder | $945 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |