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 | $160,120 | $226,064-29.2% | $182,532-12.3% | $152,861+4.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 4.36% | 192.51%-188.1pp | 148.54%-144.2pp | 345.32%-341.0pp |
| Employer contribution / active EE | $3,480 | $4,978-30.1% | $4,076-14.6% | $4,762-26.9% |
| Participant deferral / active EE | $8,123 | $6,368+27.6% | $5,524+47.0% | $5,850+38.8% |
| Admin fee / account holder | $11,596 | $10,703+8.3% | $8,592+35.0% | $11,5960% |