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 | $188,920 | $154,117+22.6% | $129,995+45.3% | $139,434+35.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 8.01% | 32.48%-24.5pp | -137.18%+145.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $3,129 | $5,289-40.8% | $4,320-27.6% | $4,751-34.1% |
| Participant deferral / active EE | $5,231 | $6,710-22.0% | $5,820-10.1% | $6,710-22.0% |
| Admin fee / account holder | $13,257 | $14,007-5.4% | $10,614+24.9% | $11,403+16.3% |