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 | $127,098 | $185,822-31.6% | $169,993-25.2% | $139,434-8.8% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 9.69% | 60.50%-50.8pp | 53.37%-43.7pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,540 | $7,590-66.5% | $6,785-62.6% | $4,751-46.5% |
| Participant deferral / active EE | $6,006 | $11,622-48.3% | $10,408-42.3% | $6,710-10.5% |
| Admin fee / account holder | $5,400 | $15,381-64.9% | $12,815-57.9% | $11,403-52.6% |