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 | $122,770 | $148,534-17.3% | $135,903-9.7% | $139,434-12.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.09% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,494 | $5,243-71.5% | $4,856-69.2% | $4,751-68.6% |
| Participant deferral / active EE | $2,607 | $8,100-67.8% | $7,758-66.4% | $6,710-61.1% |
| Admin fee / account holder | $566 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |