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 | $111,914 | $159,602-29.9% | $150,045-25.4% | $142,382-21.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 8.70% | 70.24%-61.5pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,269 | $4,961-34.1% | $4,693-30.3% | $4,299-24.0% |
| Participant deferral / active EE | $7,047 | $8,310-15.2% | $7,997-11.9% | $6,507+8.3% |
| Admin fee / account holder | $96,892 | $14,846+552.6% | $13,435+621.2% | $12,624+667.5% |