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 | $104,031 | $159,901-34.9% | $146,958-29.2% | $145,922-28.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.09% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,382 | $5,286-73.9% | $4,933-72.0% | $4,660-70.3% |
| Participant deferral / active EE | $3,268 | $8,428-61.2% | $8,070-59.5% | $6,688-51.1% |
| Admin fee / account holder | $18,008 | $15,044+19.7% | $12,998+38.5% | $13,397+34.4% |