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 | $181,551 | $106,515+70.4% | $96,683+87.8% | $139,434+30.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 10.46% | 38.43%-28.0pp | 35.69%-25.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,697 | $4,103-58.6% | $3,737-54.6% | $4,751-64.3% |
| Participant deferral / active EE | $3,924 | $5,454-28.1% | $4,878-19.6% | $6,710-41.5% |
| Admin fee / account holder | $2,033 | $7,877-74.2% | $6,730-69.8% | $11,403-82.2% |