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 | $176,831 | $162,781+8.6% | $133,956+32.0% | $158,922+11.3% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 2.10% | 41.94%-39.8pp | 45.09%-43.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $5,588 | $4,975+12.3% | $3,919+42.6% | $4,761+17.4% |
| Participant deferral / active EE | $10,618 | $5,911+79.6% | $5,048+110.4% | $5,982+77.5% |
| Admin fee / account holder | $43,181 | $11,736+267.9% | $8,927+383.7% | $11,246+284.0% |