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 | $158,133 | $106,584+48.4% | $101,326+56.1% | $142,382+11.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 11.66% | 36.93%-25.3pp | 36.82%-25.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,423 | $3,956-38.7% | $3,665-33.9% | $4,299-43.6% |
| Participant deferral / active EE | $5,778 | $8,297-30.4% | $7,994-27.7% | $6,507-11.2% |
| Admin fee / account holder | $28,581 | $11,446+149.7% | $11,185+155.5% | $12,624+126.4% |