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 | $120,934 | $165,335-26.9% | $149,696-19.2% | $158,922-23.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 3.43% | 348.15%-344.7pp | 276.60%-273.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,824 | $5,103-64.3% | $4,644-60.7% | $4,761-61.7% |
| Participant deferral / active EE | $6,857 | $7,181-4.5% | $6,842+0.2% | $5,982+14.6% |
| Admin fee / account holder | $18,463 | $10,807+70.9% | $9,309+98.3% | $11,246+64.2% |