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 | $125,223 | $165,984-24.6% | $164,813-24.0% | $145,922-14.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 7.98% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $4,245 | $5,273-19.5% | $4,341-2.2% | $4,660-8.9% |
| Participant deferral / active EE | $6,245 | $6,959-10.3% | $6,031+3.5% | $6,688-6.6% |
| Admin fee / account holder | $13,252 | $16,648-20.4% | $12,690+4.4% | $13,397-1.1% |