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 | $120,349 | $209,411-42.5% | $178,490-32.6% | $158,922-24.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 3.16% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $3,543 | $5,706-37.9% | $5,011-29.3% | $4,761-25.6% |
| Participant deferral / active EE | $13,249 | $5,954+122.5% | $5,202+154.7% | $5,982+121.5% |
| Admin fee / account holder | $71,549 | $17,074+319.0% | $13,984+411.7% | $11,246+536.2% |