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 | $192,620 | $133,922+43.8% | $116,228+65.7% | $142,382+35.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 3.87% | 147.76%-143.9pp | 90.06%-86.2pp | 217.08%-213.2pp |
| Employer contribution / active EE | $803 | $3,446-76.7% | $2,994-73.2% | $4,299-81.3% |
| Participant deferral / active EE | $6,481 | $5,672+14.3% | $4,953+30.9% | $6,507-0.4% |
| Admin fee / account holder | $1,000 | $14,945-93.3% | $11,989-91.7% | $12,624-92.1% |