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 | $126,323 | $114,381+10.4% | $107,525+17.5% | $142,382-11.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 11.60% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,016 | $4,015-24.9% | $3,754-19.7% | $4,299-29.9% |
| Participant deferral / active EE | $8,020 | $5,564+44.1% | $5,116+56.8% | $6,507+23.2% |
| Admin fee / account holder | $4,365 | $9,860-55.7% | $8,919-51.1% | $12,624-65.4% |