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 | $119,794 | $159,901-25.1% | $146,958-18.5% | $145,922-17.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.10% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,719 | $5,286-10.7% | $4,933-4.3% | $4,660+1.3% |
| Participant deferral / active EE | $8,680 | $8,428+3.0% | $8,070+7.6% | $6,688+29.8% |
| Admin fee / account holder | $1,157 | $15,044-92.3% | $12,998-91.1% | $13,397-91.4% |