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 | $100,531 | $159,602-37.0% | $150,045-33.0% | $142,382-29.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 10.51% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $8,620 | $4,961+73.8% | $4,693+83.7% | $4,299+100.5% |
| Participant deferral / active EE | $8,422 | $8,310+1.3% | $7,997+5.3% | $6,507+29.4% |
| Admin fee / account holder | $78,716 | $14,846+430.2% | $13,435+485.9% | $12,624+523.6% |