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 | $174,843 | $209,832-16.7% | $189,513-7.7% | $167,490+4.4% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 3.63% | 748.27%-744.6pp | 555.15%-551.5pp | 478.56%-474.9pp |
| Employer contribution / active EE | $9,464 | $6,914+36.9% | $6,162+53.6% | $4,837+95.6% |
| Participant deferral / active EE | $18,100 | $8,935+102.6% | $8,221+120.2% | $6,341+185.4% |
| Admin fee / account holder | $576 | $14,293-96.0% | $12,045-95.2% | $12,309-95.3% |