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 | $146,009 | $159,602-8.5% | $150,045-2.7% | $142,382+2.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 12.03% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,437 | $4,961-50.9% | $4,693-48.1% | $4,299-43.3% |
| Participant deferral / active EE | $6,466 | $8,310-22.2% | $7,997-19.2% | $6,507-0.6% |
| Admin fee / account holder | $81,201 | $14,846+446.9% | $13,435+504.4% | $12,624+543.2% |