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 | $118,063 | $176,056-32.9% | $159,436-25.9% | $167,490-29.5% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 9.39% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,530 | $5,297-71.1% | $4,829-68.3% | $4,837-68.4% |
| Participant deferral / active EE | $6,050 | $7,750-21.9% | $7,352-17.7% | $6,341-4.6% |
| Admin fee / account holder | $8,068 | $12,554-35.7% | $10,799-25.3% | $12,309-34.5% |