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 | $116,434 | $126,574-8.0% | $106,213+9.6% | $145,922-20.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 6.10% | 224.79%-218.7pp | 116.14%-110.0pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,131 | $3,730-42.9% | $3,171-32.8% | $4,660-54.3% |
| Participant deferral / active EE | $4,359 | $5,724-23.8% | $5,016-13.1% | $6,688-34.8% |
| Admin fee / account holder | $22,318 | $17,304+29.0% | $11,033+102.3% | $13,397+66.6% |