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 | $108,309 | $157,256-31.1% | $141,162-23.3% | $152,861-29.1% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 8.12% | 64.32%-56.2pp | 71.39%-63.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $1,271 | $5,261-75.9% | $4,735-73.2% | $4,762-73.3% |
| Participant deferral / active EE | $3,726 | $7,109-47.6% | $6,709-44.5% | $5,850-36.3% |
| Admin fee / account holder | $419 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |