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 | $175,979 | $183,519-4.1% | $155,509+13.2% | $145,922+20.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.74% | 61.17%-55.4pp | 64.67%-58.9pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,973 | $5,313-44.0% | $4,672-36.4% | $4,660-36.2% |
| Participant deferral / active EE | $4,331 | $6,462-33.0% | $5,626-23.0% | $6,688-35.2% |
| Admin fee / account holder | $26,294 | $19,313+36.1% | $15,912+65.2% | $13,397+96.3% |