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 | $128,656 | $238,490-46.1% | $180,183-28.6% | $142,382-9.6% |
| Participation rate | 90.9% | 82.3%+8.6pp | 77.4%+13.5pp | 80.1%+10.8pp |
| Annual return | 10.16% | 33.56%-23.4pp | 27.86%-17.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,123 | $6,143-65.4% | $5,039-57.9% | $4,299-50.6% |
| Participant deferral / active EE | $9,828 | $7,996+22.9% | $6,822+44.1% | $6,507+51.0% |
| Admin fee / account holder | $132,595 | $28,866+359.3% | $19,975+563.8% | $12,624+950.4% |