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 7-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 | $115,290 | $114,381+0.8% | $107,525+7.2% | $142,382-19.0% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 11.61% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,384 | $4,015-40.6% | $3,754-36.5% | $4,299-44.5% |
| Participant deferral / active EE | $10,496 | $5,564+88.6% | $5,116+105.2% | $6,507+61.3% |
| Admin fee / account holder | $954 | $9,860-90.3% | $8,919-89.3% | $12,624-92.4% |