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 | $161,207 | $163,101-1.2% | $136,749+17.9% | $142,382+13.2% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 7.55% | 27.54%-20.0pp | 24.33%-16.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,184 | $4,117-22.6% | $3,400-6.3% | $4,299-25.9% |
| Participant deferral / active EE | $4,869 | $5,585-12.8% | $4,692+3.8% | $6,507-25.2% |
| Admin fee / account holder | $54,092 | $14,318+277.8% | $11,386+375.1% | $12,624+328.5% |