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 | $111,998 | $177,572-36.9% | $154,803-27.7% | $142,382-21.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 9.17% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,253 | $4,810-32.4% | $4,305-24.5% | $4,299-24.3% |
| Participant deferral / active EE | $15,398 | $6,272+145.5% | $5,540+177.9% | $6,507+136.6% |
| Admin fee / account holder | $47,962 | $16,786+185.7% | $14,329+234.7% | $12,624+279.9% |