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 | $135,726 | $159,602-15.0% | $150,045-9.5% | $142,382-4.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 12.31% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,106 | $4,961-17.2% | $4,693-12.5% | $4,299-4.5% |
| Participant deferral / active EE | $12,253 | $8,310+47.4% | $7,997+53.2% | $6,507+88.3% |
| Admin fee / account holder | $1,514 | $14,846-89.8% | $13,435-88.7% | $12,624-88.0% |