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 | $197,185 | $198,466-0.6% | $170,442+15.7% | $147,584+33.6% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 0.66% | 257.29%-256.6pp | 205.93%-205.3pp | 578.55%-577.9pp |
| Employer contribution / active EE | $3,287 | $6,184-46.8% | $5,433-39.5% | $4,876-32.6% |
| Participant deferral / active EE | $6,208 | $5,629+10.3% | $4,939+25.7% | $5,439+14.1% |
| Admin fee / account holder | $327 | $16,852-98.1% | $13,880-97.6% | $10,885-97.0% |