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 9-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 | $174,402 | $107,334+62.5% | $92,893+87.7% | $152,861+14.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 10.59% | 145.58%-135.0pp | 109.41%-98.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $2,946 | $4,221-30.2% | $3,653-19.3% | $4,762-38.1% |
| Participant deferral / active EE | $7,253 | $4,845+49.7% | $4,236+71.2% | $5,850+24.0% |
| Admin fee / account holder | $1,045 | $7,079-85.2% | $5,794-82.0% | $11,596-91.0% |