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 | $183,327 | $214,378-14.5% | $200,582-8.6% | $142,382+28.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 8.38% | 46.41%-38.0pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $9,212 | $6,841+34.6% | $6,419+43.5% | $4,299+114.3% |
| Participant deferral / active EE | $16,594 | $9,865+68.2% | $9,331+77.8% | $6,507+155.0% |
| Admin fee / account holder | $85,169 | $17,692+381.4% | $16,305+422.4% | $12,624+574.7% |