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 | $115,272 | $209,411-45.0% | $178,490-35.4% | $158,922-27.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 6.03% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,873 | $5,706-67.2% | $5,011-62.6% | $4,761-60.7% |
| Participant deferral / active EE | $2,507 | $5,954-57.9% | $5,202-51.8% | $5,982-58.1% |
| Admin fee / account holder | $10,782 | $17,074-36.9% | $13,984-22.9% | $11,246-4.1% |