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 | $109,195 | $165,335-34.0% | $149,696-27.1% | $158,922-31.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.35% | 348.15%-340.8pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $13,513 | $5,103+164.8% | $4,644+191.0% | $4,761+183.8% |
| Participant deferral / active EE | $4,718 | $7,181-34.3% | $6,842-31.0% | $5,982-21.1% |
| Admin fee / account holder | $2,784 | $10,807-74.2% | $9,309-70.1% | $11,246-75.2% |