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 | $137,862 | $179,726-23.3% | $156,263-11.8% | $142,382-3.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 5.21% | 77.86%-72.6pp | 59.47%-54.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,867 | $5,069-43.4% | $4,333-33.8% | $4,299-33.3% |
| Participant deferral / active EE | $6,814 | $6,956-2.0% | $6,158+10.7% | $6,507+4.7% |
| Admin fee / account holder | $19,139 | $17,272+10.8% | $14,255+34.3% | $12,624+51.6% |