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 | $119,871 | $183,519-34.7% | $155,509-22.9% | $145,922-17.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.57% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $5,306 | $5,313-0.1% | $4,672+13.6% | $4,660+13.9% |
| Participant deferral / active EE | $7,209 | $6,462+11.6% | $5,626+28.1% | $6,688+7.8% |
| Admin fee / account holder | $379 | $19,313-98.0% | $15,912-97.6% | $13,397-97.2% |