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 | $121,470 | $140,940-13.8% | $112,229+8.2% | $139,434-12.9% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 8.54% | 32.71%-24.2pp | 30.20%-21.7pp | 372.94%-364.4pp |
| Employer contribution / active EE | $3,297 | $4,283-23.0% | $3,430-3.9% | $4,751-30.6% |
| Participant deferral / active EE | $3,297 | $5,874-43.9% | $4,798-31.3% | $6,710-50.9% |
| Admin fee / account holder | $878 | $9,954-91.2% | $7,748-88.7% | $11,403-92.3% |