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 | $119,471 | $115,770+3.2% | $101,248+18.0% | $158,922-24.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 7.42% | 56.14%-48.7pp | 46.47%-39.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,327 | $4,175-20.3% | $3,660-9.1% | $4,761-30.1% |
| Participant deferral / active EE | $11,633 | $4,957+134.7% | $4,370+166.2% | $5,982+94.5% |
| Admin fee / account holder | $27,820 | $7,245+284.0% | $5,945+367.9% | $11,246+147.4% |