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 | $120,258 | $179,726-33.1% | $156,263-23.0% | $142,382-15.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 9.28% | 77.86%-68.6pp | 59.47%-50.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $4,690 | $5,069-7.5% | $4,333+8.2% | $4,299+9.1% |
| Participant deferral / active EE | $12,826 | $6,956+84.4% | $6,158+108.3% | $6,507+97.1% |
| Admin fee / account holder | $127,203 | $17,272+636.5% | $14,255+792.4% | $12,624+907.7% |