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 | $105,344 | $183,519-42.6% | $155,509-32.3% | $145,922-27.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 5.42% | 61.17%-55.7pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,976 | $5,313-62.8% | $4,672-57.7% | $4,660-57.6% |
| Participant deferral / active EE | $16,315 | $6,462+152.5% | $5,626+190.0% | $6,688+144.0% |
| Admin fee / account holder | $120,693 | $19,313+524.9% | $15,912+658.5% | $13,397+800.9% |