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 8-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 | $177,957 | $107,334+65.8% | $92,893+91.6% | $152,861+16.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 10.94% | 145.58%-134.6pp | 109.41%-98.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $3,773 | $4,221-10.6% | $3,653+3.3% | $4,762-20.8% |
| Participant deferral / active EE | $6,324 | $4,845+30.5% | $4,236+49.3% | $5,850+8.1% |
| Admin fee / account holder | $34,984 | $7,079+394.2% | $5,794+503.8% | $11,596+201.7% |