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 3-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 | $113,814 | $159,602-28.7% | $150,045-24.1% | $142,382-20.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 11.52% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,300 | $4,961-33.5% | $4,693-29.7% | $4,299-23.2% |
| Participant deferral / active EE | $12,924 | $8,310+55.5% | $7,997+61.6% | $6,507+98.6% |
| Admin fee / account holder | $18,436 | $14,846+24.2% | $13,435+37.2% | $12,624+46.0% |