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 | $179,722 | $183,519-2.1% | $155,509+15.6% | $145,922+23.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.18% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,625 | $5,313-69.4% | $4,672-65.2% | $4,660-65.1% |
| Participant deferral / active EE | $12,720 | $6,462+96.8% | $5,626+126.1% | $6,688+90.2% |
| Admin fee / account holder | $940 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |