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 | $158,855 | $114,381+38.9% | $107,525+47.7% | $142,382+11.6% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 10.39% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,922 | $4,015-27.2% | $3,754-22.2% | $4,299-32.0% |
| Participant deferral / active EE | $6,906 | $5,564+24.1% | $5,116+35.0% | $6,507+6.1% |
| Admin fee / account holder | $73,272 | $9,860+643.1% | $8,919+721.6% | $12,624+480.4% |