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 | $119,028 | $177,572-33.0% | $154,803-23.1% | $142,382-16.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 10.18% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,070 | $4,810-36.2% | $4,305-28.7% | $4,299-28.6% |
| Participant deferral / active EE | $4,225 | $6,272-32.6% | $5,540-23.7% | $6,507-35.1% |
| Admin fee / account holder | $3,536 | $16,786-78.9% | $14,329-75.3% | $12,624-72.0% |