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 | $127,239 | $165,335-23.0% | $149,696-15.0% | $158,922-19.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 6.23% | 348.15%-341.9pp | 276.60%-270.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $5,424 | $5,103+6.3% | $4,644+16.8% | $4,761+13.9% |
| Participant deferral / active EE | $10,064 | $7,181+40.1% | $6,842+47.1% | $5,982+68.2% |
| Admin fee / account holder | $62,303 | $10,807+476.5% | $9,309+569.3% | $11,246+454.0% |