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 | $147,341 | $104,974+40.4% | $95,585+54.1% | $142,382+3.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 9.96% | 210.33%-200.4pp | 38.56%-28.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,459 | $2,779-47.5% | $2,527-42.3% | $4,299-66.1% |
| Participant deferral / active EE | $3,617 | $4,352-16.9% | $4,023-10.1% | $6,507-44.4% |
| Admin fee / account holder | $18,533 | $6,386+190.2% | $6,127+202.5% | $12,624+46.8% |