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 | $113,891 | $179,726-36.6% | $156,263-27.1% | $142,382-20.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 8.27% | 77.86%-69.6pp | 59.47%-51.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,494 | $5,069-70.5% | $4,333-65.5% | $4,299-65.3% |
| Participant deferral / active EE | $12,784 | $6,956+83.8% | $6,158+107.6% | $6,507+96.5% |
| Admin fee / account holder | $241,354 | $17,272+1297.4% | $14,255+1593.2% | $12,624+1811.9% |