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 | $111,742 | $238,490-53.1% | $180,183-38.0% | $142,382-21.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 7.23% | 33.56%-26.3pp | 27.86%-20.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,874 | $6,143-53.2% | $5,039-43.0% | $4,299-33.1% |
| Participant deferral / active EE | $8,119 | $7,996+1.5% | $6,822+19.0% | $6,507+24.8% |
| Admin fee / account holder | $651 | $28,866-97.7% | $19,975-96.7% | $12,624-94.8% |