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 | $124,178 | $102,317+21.4% | $146,958-15.5% | $80,856+53.6% |
| Participation rate | 75.8% | 75.8%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 8.82% | 134.76%-125.9pp | 418.34%-409.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,054 | $3,713-71.6% | $4,933-78.6% | $2,755-61.8% |
| Participant deferral / active EE | $6,399 | $6,644-3.7% | $8,070-20.7% | $4,296+49.0% |
| Admin fee / account holder | $5,600 | $7,941-29.5% | $12,998-56.9% | $6,918-19.1% |