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 | $177,444 | $103,376+71.6% | $87,100+103.7% | $152,861+16.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 3.96% | 28.10%-24.1pp | 28.19%-24.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,527 | $3,220-21.5% | $2,521+0.2% | $4,762-46.9% |
| Participant deferral / active EE | $5,562 | $4,778+16.4% | $4,049+37.4% | $5,850-4.9% |
| Admin fee / account holder | $17,021 | $12,205+39.5% | $7,497+127.0% | $11,596+46.8% |