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 | $124,883 | $176,056-29.1% | $159,436-21.7% | $167,490-25.4% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 8.82% | 331.75%-322.9pp | 263.57%-254.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,203 | $5,297-39.5% | $4,829-33.7% | $4,837-33.8% |
| Participant deferral / active EE | $7,724 | $7,750-0.3% | $7,352+5.1% | $6,341+21.8% |
| Admin fee / account holder | $3,571 | $12,554-71.6% | $10,799-66.9% | $12,309-71.0% |