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 | $178,596 | $209,411-14.7% | $178,490+0.1% | $158,922+12.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 5.00% | 188.75%-183.7pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $12,312 | $5,706+115.8% | $5,011+145.7% | $4,761+158.6% |
| Participant deferral / active EE | $10,171 | $5,954+70.8% | $5,202+95.5% | $5,982+70.0% |
| Admin fee / account holder | $239,042 | $17,074+1300.0% | $13,984+1609.4% | $11,246+2025.6% |