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 | $153,088 | $100,773+51.9% | $88,946+72.1% | $142,382+7.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 8.01% | 70.18%-62.2pp | 57.82%-49.8pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,983 | $2,918-32.0% | $2,555-22.4% | $4,299-53.9% |
| Participant deferral / active EE | $3,337 | $5,230-36.2% | $4,581-27.2% | $6,507-48.7% |
| Admin fee / account holder | $194,597 | $9,693+1907.6% | $8,261+2255.6% | $12,624+1441.5% |