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 | $74,852 | $159,602-53.1% | $150,045-50.1% | $142,382-47.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 6.55% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $4,467 | $4,961-9.9% | $4,693-4.8% | $4,299+3.9% |
| Participant deferral / active EE | $8,166 | $8,310-1.7% | $7,997+2.1% | $6,507+25.5% |
| Admin fee / account holder | $93,157 | $14,846+527.5% | $13,435+593.4% | $12,624+638.0% |