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 | $119,361 | $124,281-4.0% | $109,143+9.4% | $167,490-28.7% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 6.23% | 26.04%-19.8pp | 25.75%-19.5pp | 478.56%-472.3pp |
| Employer contribution / active EE | $2,664 | $4,207-36.7% | $3,722-28.4% | $4,837-44.9% |
| Participant deferral / active EE | $8,361 | $5,255+59.1% | $4,653+79.7% | $6,341+31.9% |
| Admin fee / account holder | $1,298 | $7,970-83.7% | $6,752-80.8% | $12,309-89.5% |