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 | $129,268 | $159,602-19.0% | $150,045-13.8% | $142,382-9.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 7.56% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,124 | $4,961-37.0% | $4,693-33.4% | $4,299-27.3% |
| Participant deferral / active EE | $7,954 | $8,310-4.3% | $7,997-0.5% | $6,507+22.2% |
| Admin fee / account holder | $31,381 | $14,846+111.4% | $13,435+133.6% | $12,624+148.6% |