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 | $139,949 | $177,572-21.2% | $154,803-9.6% | $142,382-1.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 8.84% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,046 | $4,810-36.7% | $4,305-29.3% | $4,299-29.2% |
| Participant deferral / active EE | $8,275 | $6,272+31.9% | $5,540+49.4% | $6,507+27.2% |
| Admin fee / account holder | $1,949 | $16,786-88.4% | $14,329-86.4% | $12,624-84.6% |