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 | $113,214 | $157,256-28.0% | $141,162-19.8% | $152,861-25.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 12.85% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,210 | $5,261-77.0% | $4,735-74.4% | $4,762-74.6% |
| Participant deferral / active EE | $6,831 | $7,109-3.9% | $6,709+1.8% | $5,850+16.8% |
| Admin fee / account holder | $19,677 | $12,120+62.4% | $10,261+91.8% | $11,596+69.7% |