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 | $149,845 | $175,202-14.5% | $149,673+0.1% | $139,434+7.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 8.45% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $4,107 | $5,474-25.0% | $4,818-14.7% | $4,751-13.5% |
| Participant deferral / active EE | $6,676 | $6,519+2.4% | $5,680+17.5% | $6,710-0.5% |
| Admin fee / account holder | $263,269 | $16,150+1530.1% | $13,210+1893.0% | $11,403+2208.9% |