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 | $100,581 | $179,726-44.0% | $156,263-35.6% | $142,382-29.4% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 9.45% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,813 | $5,069-5.1% | $4,333+11.1% | $4,299+11.9% |
| Participant deferral / active EE | $5,487 | $6,956-21.1% | $6,158-10.9% | $6,507-15.7% |
| Admin fee / account holder | $24,001 | $17,272+39.0% | $14,255+68.4% | $12,624+90.1% |