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 | $163,196 | $85,022+91.9% | $70,515+131.4% | $139,434+17.0% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | -0.65% | 30.38%-31.0pp | 32.77%-33.4pp | 372.94%-373.6pp |
| Employer contribution / active EE | $3,226 | $3,909-17.5% | $2,973+8.5% | $4,751-32.1% |
| Participant deferral / active EE | $3,553 | $5,890-39.7% | $4,567-22.2% | $6,710-47.1% |
| Admin fee / account holder | $9,342 | $8,906+4.9% | $6,412+45.7% | $11,403-18.1% |