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 | $181,517 | $115,770+56.8% | $101,248+79.3% | $158,922+14.2% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 6.71% | 56.14%-49.4pp | 46.47%-39.8pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,286 | $4,175-45.2% | $3,660-37.5% | $4,761-52.0% |
| Participant deferral / active EE | $4,062 | $4,957-18.1% | $4,370-7.1% | $5,982-32.1% |
| Admin fee / account holder | $3,904 | $7,245-46.1% | $5,945-34.3% | $11,246-65.3% |