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 | $239,427 | $217,402+10.1% | $185,823+28.8% | $167,490+42.9% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 8.53% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $18,859 | $5,873+221.1% | $5,167+265.0% | $4,837+289.9% |
| Participant deferral / active EE | $8,064 | $6,356+26.9% | $5,568+44.8% | $6,341+27.2% |
| Admin fee / account holder | $30,944 | $19,811+56.2% | $16,237+90.6% | $12,309+151.4% |