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 | $121,613 | $159,602-23.8% | $150,045-18.9% | $142,382-14.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 10.61% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,650 | $4,961-6.3% | $4,693-0.9% | $4,299+8.2% |
| Participant deferral / active EE | $7,466 | $8,310-10.2% | $7,997-6.6% | $6,507+14.7% |
| Admin fee / account holder | $28,899 | $14,846+94.7% | $13,435+115.1% | $12,624+128.9% |