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 | $101,786 | $159,602-36.2% | $150,045-32.2% | $142,382-28.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 4.41% | 70.24%-65.8pp | 62.55%-58.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $2,038 | $4,961-58.9% | $4,693-56.6% | $4,299-52.6% |
| Participant deferral / active EE | $6,439 | $8,310-22.5% | $7,997-19.5% | $6,507-1.0% |
| Admin fee / account holder | $12,925 | $14,846-12.9% | $13,435-3.8% | $12,624+2.4% |