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 | $148,191 | $148,534-0.2% | $135,903+9.0% | $139,434+6.3% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 4.27% | 79.19%-74.9pp | 68.23%-64.0pp | 372.94%-368.7pp |
| Employer contribution / active EE | $6,667 | $5,243+27.2% | $4,856+37.3% | $4,751+40.3% |
| Participant deferral / active EE | $8,733 | $8,100+7.8% | $7,758+12.6% | $6,710+30.2% |
| Admin fee / account holder | $36,845 | $12,400+197.1% | $10,762+242.4% | $11,403+223.1% |