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 | $110,623 | $159,602-30.7% | $150,045-26.3% | $142,382-22.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 9.02% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,041 | $4,961-79.0% | $4,693-77.8% | $4,299-75.8% |
| Participant deferral / active EE | $5,099 | $8,310-38.6% | $7,997-36.2% | $6,507-21.6% |
| Admin fee / account holder | $39,737 | $14,846+167.7% | $13,435+195.8% | $12,624+214.8% |