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 | $111,613 | $116,175-3.9% | $93,606+19.2% | $152,861-27.0% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 7.10% | 35.96%-28.9pp | 32.76%-25.7pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,477 | $3,218-54.1% | $2,718-45.6% | $4,762-69.0% |
| Participant deferral / active EE | $4,356 | $4,603-5.4% | $4,069+7.1% | $5,850-25.5% |
| Admin fee / account holder | $3,933 | $10,748-63.4% | $7,888-50.1% | $11,596-66.1% |