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 | $161,888 | $177,572-8.8% | $154,803+4.6% | $142,382+13.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 10.96% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,683 | $4,810+38.9% | $4,305+55.2% | $4,299+55.4% |
| Participant deferral / active EE | $15,389 | $6,272+145.4% | $5,540+177.8% | $6,507+136.5% |
| Admin fee / account holder | $3,334 | $16,786-80.1% | $14,329-76.7% | $12,624-73.6% |