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 | $158,658 | $150,187+5.6% | $120,354+31.8% | $145,922+8.7% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 6.96% | 154.07%-147.1pp | 107.15%-100.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,017 | $4,348-30.6% | $3,463-12.9% | $4,660-35.2% |
| Participant deferral / active EE | $4,348 | $6,173-29.6% | $4,991-12.9% | $6,688-35.0% |
| Admin fee / account holder | $931 | $12,207-92.4% | $9,423-90.1% | $13,397-93.1% |