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 | $113,582 | $80,968+40.3% | $96,544+17.6% | $75,163+51.1% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 8.16% | 27.06%-18.9pp | 25.84%-17.7pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,282 | $2,282-43.8% | $2,965-56.8% | $2,670-52.0% |
| Participant deferral / active EE | $7,483 | $3,928+90.5% | $4,851+54.3% | $4,125+81.4% |
| Admin fee / account holder | $26,071 | $6,724+287.7% | $8,252+215.9% | $5,651+361.4% |