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 | $144,969 | $114,381+26.7% | $107,525+34.8% | $142,382+1.8% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 8.59% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,697 | $4,015-57.7% | $3,754-54.8% | $4,299-60.5% |
| Participant deferral / active EE | $4,013 | $5,564-27.9% | $5,116-21.6% | $6,507-38.3% |
| Admin fee / account holder | $14,933 | $9,860+51.4% | $8,919+67.4% | $12,624+18.3% |