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 | $168,377 | $198,466-15.2% | $170,442-1.2% | $147,584+14.1% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 8.28% | 257.29%-249.0pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,817 | $6,184-70.6% | $5,433-66.5% | $4,876-62.7% |
| Participant deferral / active EE | $3,372 | $5,629-40.1% | $4,939-31.7% | $5,439-38.0% |
| Admin fee / account holder | $112,249 | $16,852+566.1% | $13,880+708.7% | $10,885+931.2% |