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 | $122,605 | $148,534-17.5% | $135,903-9.8% | $139,434-12.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 7.90% | 79.19%-71.3pp | 68.23%-60.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,807 | $5,243-46.5% | $4,856-42.2% | $4,751-40.9% |
| Participant deferral / active EE | $8,480 | $8,100+4.7% | $7,758+9.3% | $6,710+26.4% |
| Admin fee / account holder | $34,655 | $12,400+179.5% | $10,762+222.0% | $11,403+203.9% |