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 | $48,188 | $148,534-67.6% | $135,903-64.5% | $139,434-65.4% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 11.86% | 79.19%-67.3pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $4,960 | $5,243-5.4% | $4,856+2.1% | $4,751+4.4% |
| Participant deferral / active EE | $8,952 | $8,100+10.5% | $7,758+15.4% | $6,710+33.4% |
| Admin fee / account holder | $18,563 | $12,400+49.7% | $10,762+72.5% | $11,403+62.8% |