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 | $184,057 | $181,894+1.2% | $156,549+17.6% | $273,961-32.8% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 1.43% | 30.74%-29.3pp | 32.23%-30.8pp | 41.45%-40.0pp |
| Employer contribution / active EE | $10,188 | $6,248+63.1% | $5,501+85.2% | $4,869+109.3% |
| Participant deferral / active EE | $3,857 | $5,550-30.5% | $4,871-20.8% | $5,287-27.0% |
| Admin fee / account holder | $1,852 | $15,559-88.1% | $13,027-85.8% | $10,132-81.7% |