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 | $227,582 | $210,648+8.0% | $177,989+27.9% | $145,922+56.0% |
| Participation rate | 81.0% | 80.8%+0.2pp | 77.1%+3.9pp | 80.3%+0.7pp |
| Annual return | 5.19% | 385.86%-380.7pp | 294.48%-289.3pp | 561.29%-556.1pp |
| Employer contribution / active EE | $5,065 | $4,565+11.0% | $3,949+28.3% | $4,660+8.7% |
| Participant deferral / active EE | $10,503 | $6,958+51.0% | $6,276+67.4% | $6,688+57.1% |
| Admin fee / account holder | $49,924 | $12,013+315.6% | $10,363+381.7% | $13,397+272.7% |