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 | $138,271 | $214,378-35.5% | $200,582-31.1% | $142,382-2.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 4.94% | 46.41%-41.5pp | 42.33%-37.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $7,692 | $6,841+12.4% | $6,419+19.8% | $4,299+78.9% |
| Participant deferral / active EE | $9,585 | $9,865-2.8% | $9,331+2.7% | $6,507+47.3% |
| Admin fee / account holder | $229,827 | $17,692+1199.0% | $16,305+1309.6% | $12,624+1720.6% |