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 | $114,734 | $179,726-36.2% | $156,263-26.6% | $142,382-19.4% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 8.79% | 77.86%-69.1pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,211 | $5,069-16.9% | $4,333-2.8% | $4,299-2.0% |
| Participant deferral / active EE | $8,171 | $6,956+17.5% | $6,158+32.7% | $6,507+25.6% |
| Admin fee / account holder | $83,309 | $17,272+382.3% | $14,255+484.4% | $12,624+559.9% |