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 | $170,900 | $185,822-8.0% | $169,993+0.5% | $139,434+22.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 2.82% | 60.50%-57.7pp | 53.37%-50.6pp | 372.94%-370.1pp |
| Employer contribution / active EE | $12,822 | $7,590+68.9% | $6,785+89.0% | $4,751+169.9% |
| Participant deferral / active EE | $3,319 | $11,622-71.4% | $10,408-68.1% | $6,710-50.5% |
| Admin fee / account holder | $38,270 | $15,381+148.8% | $12,815+198.6% | $11,403+235.6% |