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 | $162,944 | $144,119+13.1% | $117,854+38.3% | $147,584+10.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 7.84% | 531.15%-523.3pp | 335.08%-327.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,298 | $4,896-53.1% | $3,786-39.3% | $4,876-52.9% |
| Participant deferral / active EE | $4,207 | $5,316-20.9% | $4,482-6.1% | $5,439-22.6% |
| Admin fee / account holder | $56,890 | $10,886+422.6% | $8,020+609.3% | $10,885+422.6% |