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 | $168,102 | $154,117+9.1% | $129,995+29.3% | $139,434+20.6% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 8.83% | 32.48%-23.6pp | -137.18%+146.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $17,647 | $5,289+233.7% | $4,320+308.5% | $4,751+271.5% |
| Participant deferral / active EE | $2,251 | $6,710-66.4% | $5,820-61.3% | $6,710-66.4% |
| Admin fee / account holder | $15,374 | $14,007+9.8% | $10,614+44.8% | $11,403+34.8% |