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 | $161,611 | $114,381+41.3% | $107,525+50.3% | $142,382+13.5% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 5.92% | 242.71%-236.8pp | 181.32%-175.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $28,738 | $4,015+615.8% | $3,754+665.6% | $4,299+568.5% |
| Participant deferral / active EE | $2,226 | $5,564-60.0% | $5,116-56.5% | $6,507-65.8% |
| Admin fee / account holder | $7,151 | $9,860-27.5% | $8,919-19.8% | $12,624-43.4% |