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 | $167,313 | $177,572-5.8% | $154,803+8.1% | $142,382+17.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 9.83% | 65.07%-55.2pp | 58.88%-49.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $6,599 | $4,810+37.2% | $4,305+53.3% | $4,299+53.5% |
| Participant deferral / active EE | $4,700 | $6,272-25.1% | $5,540-15.2% | $6,507-27.8% |
| Admin fee / account holder | $810 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |