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 | $115,348 | $108,919+5.9% | $100,391+14.9% | $145,922-21.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.45% | 57.88%-48.4pp | 49.20%-39.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $9,070 | $4,419+105.2% | $3,942+130.1% | $4,660+94.6% |
| Participant deferral / active EE | $4,773 | $8,445-43.5% | $8,082-40.9% | $6,688-28.6% |
| Admin fee / account holder | $1,745 | $9,689-82.0% | $7,899-77.9% | $13,397-87.0% |