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 | $80,421 | $111,724-28.0% | $93,606-14.1% | $145,922-44.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 5.17% | 202.98%-197.8pp | 133.20%-128.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,200 | $3,090-61.2% | $2,420-50.4% | $4,660-74.2% |
| Participant deferral / active EE | $6,500 | $4,912+32.3% | $4,411+47.3% | $6,688-2.8% |
| Admin fee / account holder | $147,714 | $10,250+1341.1% | $8,285+1682.9% | $13,397+1002.6% |