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 | $119,990 | $165,335-27.4% | $149,696-19.8% | $158,922-24.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 4.95% | 348.15%-343.2pp | 276.60%-271.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $7,443 | $5,103+45.9% | $4,644+60.3% | $4,761+56.3% |
| Participant deferral / active EE | $7,357 | $7,181+2.4% | $6,842+7.5% | $5,982+23.0% |
| Admin fee / account holder | $6,831 | $10,807-36.8% | $9,309-26.6% | $11,246-39.3% |