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 | $158,802 | $159,901-0.7% | $146,958+8.1% | $145,922+8.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 9.47% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,161 | $5,286-78.0% | $4,933-76.5% | $4,660-75.1% |
| Participant deferral / active EE | $7,223 | $8,428-14.3% | $8,070-10.5% | $6,688+8.0% |
| Admin fee / account holder | $6,415 | $15,044-57.4% | $12,998-50.6% | $13,397-52.1% |