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 | $146,156 | $81,632+79.0% | $70,449+107.5% | $158,922-8.0% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 3.92% | 208.40%-204.5pp | 109.03%-105.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,972 | $3,217-7.6% | $2,737+8.6% | $4,761-37.6% |
| Participant deferral / active EE | $5,800 | $4,554+27.4% | $3,709+56.4% | $5,982-3.0% |
| Admin fee / account holder | $2,943 | $6,193-52.5% | $3,845-23.5% | $11,246-73.8% |