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 | $102,465 | $165,335-38.0% | $149,696-31.6% | $158,922-35.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 7.48% | 348.15%-340.7pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,180 | $5,103-37.7% | $4,644-31.5% | $4,761-33.2% |
| Participant deferral / active EE | $9,950 | $7,181+38.6% | $6,842+45.4% | $5,982+66.3% |
| Admin fee / account holder | $979 | $10,807-90.9% | $9,309-89.5% | $11,246-91.3% |