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 | $185,516 | $114,381+62.2% | $107,525+72.5% | $142,382+30.3% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 11.05% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,951 | $4,015-51.4% | $3,754-48.0% | $4,299-54.6% |
| Participant deferral / active EE | $6,270 | $5,564+12.7% | $5,116+22.6% | $6,507-3.6% |
| Admin fee / account holder | $2,250 | $9,860-77.2% | $8,919-74.8% | $12,624-82.2% |