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 | $180,992 | $177,572+1.9% | $154,803+16.9% | $142,382+27.1% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 10.73% | 65.07%-54.3pp | 58.88%-48.2pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,146 | $4,810-55.4% | $4,305-50.1% | $4,299-50.1% |
| Participant deferral / active EE | $5,482 | $6,272-12.6% | $5,540-1.1% | $6,507-15.8% |
| Admin fee / account holder | $3,155 | $16,786-81.2% | $14,329-78.0% | $12,624-75.0% |