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 | $124,049 | $177,572-30.1% | $154,803-19.9% | $142,382-12.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 8.92% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,420 | $4,810-28.9% | $4,305-20.6% | $4,299-20.5% |
| Participant deferral / active EE | $7,985 | $6,272+27.3% | $5,540+44.1% | $6,507+22.7% |
| Admin fee / account holder | $4,835 | $16,786-71.2% | $14,329-66.3% | $12,624-61.7% |