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 | $157,128 | $114,381+37.4% | $107,525+46.1% | $142,382+10.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 5.90% | 242.71%-236.8pp | 181.32%-175.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,812 | $4,015-5.0% | $3,754+1.6% | $4,299-11.3% |
| Participant deferral / active EE | $6,663 | $5,564+19.7% | $5,116+30.2% | $6,507+2.4% |
| Admin fee / account holder | $208,330 | $9,860+2012.9% | $8,919+2235.9% | $12,624+1550.3% |