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 | $121,193 | $114,381+6.0% | $107,525+12.7% | $142,382-14.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 11.32% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,559 | $4,015+13.6% | $3,754+21.5% | $4,299+6.0% |
| Participant deferral / active EE | $5,419 | $5,564-2.6% | $5,116+5.9% | $6,507-16.7% |
| Admin fee / account holder | $29,063 | $9,860+194.8% | $8,919+225.9% | $12,624+130.2% |