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 | $157,367 | $175,202-10.2% | $149,673+5.1% | $139,434+12.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 9.27% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $2,618 | $5,474-52.2% | $4,818-45.7% | $4,751-44.9% |
| Participant deferral / active EE | $8,213 | $6,519+26.0% | $5,680+44.6% | $6,710+22.4% |
| Admin fee / account holder | $1,380 | $16,150-91.5% | $13,210-89.6% | $11,403-87.9% |