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 | $137,945 | $111,301+23.9% | $112,977+22.1% | $158,922-13.2% |
| Participation rate | 84.6% | 83.5%+1.1pp | 82.6%+2.1pp | 82.0%+2.7pp |
| Annual return | 4.98% | 26.40%-21.4pp | 24.24%-19.3pp | 302.83%-297.8pp |
| Employer contribution / active EE | $5,000 | $4,471+11.8% | $4,255+17.5% | $4,761+5.0% |
| Participant deferral / active EE | $2,613 | $5,880-55.6% | $5,836-55.2% | $5,982-56.3% |
| Admin fee / account holder | $47,889 | $8,392+470.7% | $6,294+660.9% | $11,246+325.8% |