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 | $70,910 | $74,888-5.3% | $71,209-0.4% | $142,382-50.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 11.12% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,343 | $2,854+52.2% | $2,721+59.6% | $4,299+1.0% |
| Participant deferral / active EE | $8,200 | $4,454+84.1% | $4,175+96.4% | $6,507+26.0% |
| Admin fee / account holder | $2,585 | $5,568-53.6% | $5,349-51.7% | $12,624-79.5% |