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 | $158,728 | $133,922+18.5% | $116,228+36.6% | $142,382+11.5% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 8.76% | 147.76%-139.0pp | 90.06%-81.3pp | 217.08%-208.3pp |
| Employer contribution / active EE | $5,353 | $3,446+55.4% | $2,994+78.8% | $4,299+24.5% |
| Participant deferral / active EE | $7,222 | $5,672+27.3% | $4,953+45.8% | $6,507+11.0% |
| Admin fee / account holder | $2,566 | $14,945-82.8% | $11,989-78.6% | $12,624-79.7% |