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 | $92,661 | $159,602-41.9% | $150,045-38.2% | $142,382-34.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 9.67% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,674 | $4,961-25.9% | $4,693-21.7% | $4,299-14.6% |
| Participant deferral / active EE | $8,316 | $8,310+0.1% | $7,997+4.0% | $6,507+27.8% |
| Admin fee / account holder | $36,890 | $14,846+148.5% | $13,435+174.6% | $12,624+192.2% |