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 | $170,111 | $162,781+4.5% | $133,956+27.0% | $158,922+7.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.39% | 41.94%-38.6pp | 45.09%-41.7pp | 302.83%-299.4pp |
| Employer contribution / active EE | $6,537 | $4,975+31.4% | $3,919+66.8% | $4,761+37.3% |
| Participant deferral / active EE | $3,039 | $5,911-48.6% | $5,048-39.8% | $5,982-49.2% |
| Admin fee / account holder | $22,974 | $11,736+95.7% | $8,927+157.3% | $11,246+104.3% |