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 | $153,012 | $111,754+36.9% | $103,333+48.1% | $145,922+4.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 8.12% | 24.77%-16.6pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,949 | $4,212-6.3% | $3,868+2.1% | $4,660-15.3% |
| Participant deferral / active EE | $7,042 | $5,619+25.3% | $5,057+39.2% | $6,688+5.3% |
| Admin fee / account holder | $16,455 | $9,750+68.8% | $8,355+97.0% | $13,397+22.8% |