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 | $157,883 | $177,572-11.1% | $154,803+2.0% | $142,382+10.9% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 9.71% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,862 | $4,810-19.7% | $4,305-10.3% | $4,299-10.2% |
| Participant deferral / active EE | $8,118 | $6,272+29.4% | $5,540+46.5% | $6,507+24.7% |
| Admin fee / account holder | $168,612 | $16,786+904.5% | $14,329+1076.7% | $12,624+1235.7% |