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 | $98,545 | $159,602-38.3% | $150,045-34.3% | $142,382-30.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 11.48% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,831 | $4,961+37.7% | $4,693+45.5% | $4,299+58.9% |
| Participant deferral / active EE | $6,890 | $8,310-17.1% | $7,997-13.8% | $6,507+5.9% |
| Admin fee / account holder | $33,166 | $14,846+123.4% | $13,435+146.9% | $12,624+162.7% |