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 | $124,191 | $127,065-2.3% | $113,168+9.7% | $142,382-12.8% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 8.92% | 24.03%-15.1pp | 24.27%-15.3pp | 217.08%-208.2pp |
| Employer contribution / active EE | $5,419 | $3,442+57.4% | $2,975+82.1% | $4,299+26.0% |
| Participant deferral / active EE | $5,212 | $5,716-8.8% | $5,107+2.1% | $6,507-19.9% |
| Admin fee / account holder | $35,200 | $15,736+123.7% | $12,068+191.7% | $12,624+178.8% |