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 | $169,369 | $176,056-3.8% | $159,436+6.2% | $167,490+1.1% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 9.81% | 331.75%-321.9pp | 263.57%-253.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,553 | $5,297-14.0% | $4,829-5.7% | $4,837-5.9% |
| Participant deferral / active EE | $12,298 | $7,750+58.7% | $7,352+67.3% | $6,341+93.9% |
| Admin fee / account holder | $4,043 | $12,554-67.8% | $10,799-62.6% | $12,309-67.2% |