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 | $191,913 | $179,726+6.8% | $156,263+22.8% | $142,382+34.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 7.68% | 77.86%-70.2pp | 59.47%-51.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,237 | $5,069-36.2% | $4,333-25.3% | $4,299-24.7% |
| Participant deferral / active EE | $8,905 | $6,956+28.0% | $6,158+44.6% | $6,507+36.9% |
| Admin fee / account holder | $482 | $17,272-97.2% | $14,255-96.6% | $12,624-96.2% |