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 | $107,043 | $108,919-1.7% | $100,391+6.6% | $145,922-26.6% |
| Participation rate | 86.7% | 82.9%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 9.77% | 57.88%-48.1pp | 49.20%-39.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,062 | $4,419-8.1% | $3,942+3.0% | $4,660-12.8% |
| Participant deferral / active EE | $8,844 | $8,445+4.7% | $8,082+9.4% | $6,688+32.2% |
| Admin fee / account holder | $874 | $9,689-91.0% | $7,899-88.9% | $13,397-93.5% |