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 | $122,827 | $159,602-23.0% | $150,045-18.1% | $142,382-13.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 10.02% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,682 | $4,961-45.9% | $4,693-42.8% | $4,299-37.6% |
| Participant deferral / active EE | $7,930 | $8,310-4.6% | $7,997-0.8% | $6,507+21.9% |
| Admin fee / account holder | $33,967 | $14,846+128.8% | $13,435+152.8% | $12,624+169.1% |