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 | $161,164 | $177,572-9.2% | $154,803+4.1% | $142,382+13.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 10.11% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $44,175 | $4,810+818.3% | $4,305+926.0% | $4,299+927.5% |
| Participant deferral / active EE | $22,325 | $6,272+256.0% | $5,540+302.9% | $6,507+243.1% |
| Admin fee / account holder | $193,957 | $16,786+1055.5% | $14,329+1253.6% | $12,624+1436.5% |