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 | $141,192 | $159,602-11.5% | $150,045-5.9% | $142,382-0.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.79% | 70.24%-58.4pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,672 | $4,961+14.3% | $4,693+20.8% | $4,299+31.9% |
| Participant deferral / active EE | $17,321 | $8,310+108.4% | $7,997+116.6% | $6,507+166.2% |
| Admin fee / account holder | $142,690 | $14,846+861.1% | $13,435+962.1% | $12,624+1030.3% |