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 | $119,770 | $127,065-5.7% | $113,168+5.8% | $142,382-15.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 7.58% | 24.03%-16.5pp | 24.27%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $6,925 | $3,442+101.2% | $2,975+132.8% | $4,299+61.1% |
| Participant deferral / active EE | $10,409 | $5,716+82.1% | $5,107+103.8% | $6,507+60.0% |
| Admin fee / account holder | $152,789 | $15,736+871.0% | $12,068+1166.1% | $12,624+1110.3% |