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 | $98,499 | $114,381-13.9% | $107,525-8.4% | $142,382-30.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 5.14% | 242.71%-237.6pp | 181.32%-176.2pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,229 | $4,015-44.5% | $3,754-40.6% | $4,299-48.2% |
| Participant deferral / active EE | $7,140 | $5,564+28.3% | $5,116+39.6% | $6,507+9.7% |
| Admin fee / account holder | $95,192 | $9,860+865.4% | $8,919+967.3% | $12,624+654.1% |