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 | $118,708 | $176,056-32.6% | $159,436-25.5% | $167,490-29.1% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 8.43% | 331.75%-323.3pp | 263.57%-255.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,609 | $5,297-69.6% | $4,829-66.7% | $4,837-66.7% |
| Participant deferral / active EE | $5,899 | $7,750-23.9% | $7,352-19.8% | $6,341-7.0% |
| Admin fee / account holder | $32,970 | $12,554+162.6% | $10,799+205.3% | $12,309+167.9% |