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 | $147,391 | $114,381+28.9% | $107,525+37.1% | $142,382+3.5% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 8.88% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $5,402 | $4,015+34.6% | $3,754+43.9% | $4,299+25.7% |
| Participant deferral / active EE | $10,588 | $5,564+90.3% | $5,116+107.0% | $6,507+62.7% |
| Admin fee / account holder | $20,827 | $9,860+111.2% | $8,919+133.5% | $12,624+65.0% |