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 | $151,209 | $159,602-5.3% | $150,045+0.8% | $142,382+6.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 9.73% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $10,056 | $4,961+102.7% | $4,693+114.3% | $4,299+133.9% |
| Participant deferral / active EE | $13,215 | $8,310+59.0% | $7,997+65.2% | $6,507+103.1% |
| Admin fee / account holder | $55,989 | $14,846+277.1% | $13,435+316.7% | $12,624+343.5% |