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 | $105,959 | $217,402-51.3% | $185,823-43.0% | $167,490-36.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 7.55% | 148.36%-140.8pp | 122.05%-114.5pp | 478.56%-471.0pp |
| Employer contribution / active EE | $8,171 | $5,873+39.1% | $5,167+58.1% | $4,837+68.9% |
| Participant deferral / active EE | $4,226 | $6,356-33.5% | $5,568-24.1% | $6,341-33.4% |
| Admin fee / account holder | $889 | $19,811-95.5% | $16,237-94.5% | $12,309-92.8% |