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 | $169,905 | $183,519-7.4% | $155,509+9.3% | $145,922+16.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.73% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,626 | $5,313-50.6% | $4,672-43.8% | $4,660-43.6% |
| Participant deferral / active EE | $8,179 | $6,462+26.6% | $5,626+45.4% | $6,688+22.3% |
| Admin fee / account holder | $6,358 | $19,313-67.1% | $15,912-60.0% | $13,397-52.5% |