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 | $122,836 | $159,602-23.0% | $150,045-18.1% | $142,382-13.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 7.01% | 70.24%-63.2pp | 62.55%-55.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $6,915 | $4,961+39.4% | $4,693+47.4% | $4,299+60.9% |
| Participant deferral / active EE | $3,907 | $8,310-53.0% | $7,997-51.1% | $6,507-40.0% |
| Admin fee / account holder | $3,278 | $14,846-77.9% | $13,435-75.6% | $12,624-74.0% |