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 | $164,998 | $159,602+3.4% | $150,045+10.0% | $142,382+15.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.34% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,300 | $4,961-53.6% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $11,400 | $8,310+37.2% | $7,997+42.6% | $6,507+75.2% |
| Admin fee / account holder | $49,151 | $14,846+231.1% | $13,435+265.8% | $12,624+289.4% |