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 5-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 | $128,355 | $106,584+20.4% | $101,326+26.7% | $142,382-9.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 11.73% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,709 | $3,956-31.5% | $3,665-26.1% | $4,299-37.0% |
| Participant deferral / active EE | $12,283 | $8,297+48.0% | $7,994+53.7% | $6,507+88.8% |
| Admin fee / account holder | $16,881 | $11,446+47.5% | $11,185+50.9% | $12,624+33.7% |