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 | $125,623 | $165,335-24.0% | $149,696-16.1% | $158,922-21.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 6.64% | 348.15%-341.5pp | 276.60%-270.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $6,317 | $5,103+23.8% | $4,644+36.0% | $4,761+32.7% |
| Participant deferral / active EE | $8,277 | $7,181+15.3% | $6,842+21.0% | $5,982+38.4% |
| Admin fee / account holder | $26,878 | $10,807+148.7% | $9,309+188.7% | $11,246+139.0% |