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 | $177,026 | $176,056+0.6% | $159,436+11.0% | $167,490+5.7% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 2.83% | 331.75%-328.9pp | 263.57%-260.7pp | 478.56%-475.7pp |
| Employer contribution / active EE | $1,627 | $5,297-69.3% | $4,829-66.3% | $4,837-66.4% |
| Participant deferral / active EE | $9,862 | $7,750+27.3% | $7,352+34.1% | $6,341+55.5% |
| Admin fee / account holder | $26,600 | $12,554+111.9% | $10,799+146.3% | $12,309+116.1% |