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 | $143,494 | $177,572-19.2% | $154,803-7.3% | $142,382+0.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 10.12% | 65.07%-54.9pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $7,962 | $4,810+65.5% | $4,305+84.9% | $4,299+85.2% |
| Participant deferral / active EE | $8,963 | $6,272+42.9% | $5,540+61.8% | $6,507+37.7% |
| Admin fee / account holder | $227,215 | $16,786+1253.6% | $14,329+1485.7% | $12,624+1699.9% |