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 | $148,006 | $163,101-9.3% | $136,749+8.2% | $142,382+3.9% |
| Participation rate | 70.0% | 78.2%-8.2pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 8.96% | 27.54%-18.6pp | 24.33%-15.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,445 | $4,117-40.6% | $3,400-28.1% | $4,299-43.1% |
| Participant deferral / active EE | $5,357 | $5,585-4.1% | $4,692+14.2% | $6,507-17.7% |
| Admin fee / account holder | $90,580 | $14,318+532.6% | $11,386+695.5% | $12,624+617.5% |