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 | $195,474 | $175,202+11.6% | $149,673+30.6% | $139,434+40.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.41% | 166.71%-161.3pp | 134.42%-129.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,835 | $5,474-66.5% | $4,818-61.9% | $4,751-61.4% |
| Participant deferral / active EE | $7,372 | $6,519+13.1% | $5,680+29.8% | $6,710+9.9% |
| Admin fee / account holder | $1,233 | $16,150-92.4% | $13,210-90.7% | $11,403-89.2% |