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 | $155,875 | $159,602-2.3% | $150,045+3.9% | $142,382+9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.37% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,727 | $4,961-45.0% | $4,693-41.9% | $4,299-36.6% |
| Participant deferral / active EE | $7,328 | $8,310-11.8% | $7,997-8.4% | $6,507+12.6% |
| Admin fee / account holder | $572 | $14,846-96.2% | $13,435-95.7% | $12,624-95.5% |