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 | $127,660 | $209,411-39.0% | $178,490-28.5% | $158,922-19.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 5.13% | 188.75%-183.6pp | 151.07%-145.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $8,396 | $5,706+47.1% | $5,011+67.6% | $4,761+76.4% |
| Participant deferral / active EE | $3,784 | $5,954-36.4% | $5,202-27.3% | $5,982-36.7% |
| Admin fee / account holder | $7,437 | $17,074-56.4% | $13,984-46.8% | $11,246-33.9% |