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 | $129,765 | $106,584+21.7% | $101,326+28.1% | $142,382-8.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 11.04% | 36.93%-25.9pp | 36.82%-25.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,563 | $3,956+15.4% | $3,665+24.5% | $4,299+6.1% |
| Participant deferral / active EE | $2,681 | $8,297-67.7% | $7,994-66.5% | $6,507-58.8% |
| Admin fee / account holder | $2,834 | $11,446-75.2% | $11,185-74.7% | $12,624-77.5% |