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 | $181,422 | $183,519-1.1% | $155,509+16.7% | $145,922+24.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 7.18% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,736 | $5,313-48.5% | $4,672-41.5% | $4,660-41.3% |
| Participant deferral / active EE | $5,721 | $6,462-11.5% | $5,626+1.7% | $6,688-14.5% |
| Admin fee / account holder | $25,032 | $19,313+29.6% | $15,912+57.3% | $13,397+86.8% |