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 | $132,783 | $159,602-16.8% | $150,045-11.5% | $142,382-6.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 11.39% | 70.24%-58.8pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,827 | $4,961-43.0% | $4,693-39.8% | $4,299-34.2% |
| Participant deferral / active EE | $2,875 | $8,310-65.4% | $7,997-64.0% | $6,507-55.8% |
| Admin fee / account holder | $1,176 | $14,846-92.1% | $13,435-91.2% | $12,624-90.7% |