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 | $120,249 | $159,602-24.7% | $150,045-19.9% | $142,382-15.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 11.39% | 70.24%-58.8pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,669 | $4,961-46.2% | $4,693-43.1% | $4,299-37.9% |
| Participant deferral / active EE | $5,733 | $8,310-31.0% | $7,997-28.3% | $6,507-11.9% |
| Admin fee / account holder | $19,581 | $14,846+31.9% | $13,435+45.7% | $12,624+55.1% |