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 | $166,962 | $148,534+12.4% | $135,903+22.9% | $139,434+19.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.74% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,337 | $5,243-55.4% | $4,856-51.9% | $4,751-50.8% |
| Participant deferral / active EE | $7,964 | $8,100-1.7% | $7,758+2.7% | $6,710+18.7% |
| Admin fee / account holder | $1,355 | $12,400-89.1% | $10,762-87.4% | $11,403-88.1% |