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 | $113,336 | $177,572-36.2% | $154,803-26.8% | $142,382-20.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 10.69% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,048 | $4,810-15.9% | $4,305-6.0% | $4,299-5.8% |
| Participant deferral / active EE | $6,721 | $6,272+7.2% | $5,540+21.3% | $6,507+3.3% |
| Admin fee / account holder | $10,540 | $16,786-37.2% | $14,329-26.4% | $12,624-16.5% |