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 | $113,207 | $159,602-29.1% | $150,045-24.6% | $142,382-20.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 12.38% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,438 | $4,961-50.9% | $4,693-48.1% | $4,299-43.3% |
| Participant deferral / active EE | $11,136 | $8,310+34.0% | $7,997+39.2% | $6,507+71.1% |
| Admin fee / account holder | $1,129 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |