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 | $166,195 | $177,572-6.4% | $154,803+7.4% | $142,382+16.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 6.82% | 65.07%-58.3pp | 58.88%-52.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,546 | $4,810-47.1% | $4,305-40.9% | $4,299-40.8% |
| Participant deferral / active EE | $8,935 | $6,272+42.5% | $5,540+61.3% | $6,507+37.3% |
| Admin fee / account holder | $10,658 | $16,786-36.5% | $14,329-25.6% | $12,624-15.6% |