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 | $127,464 | $144,119-11.6% | $117,854+8.2% | $147,584-13.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 2.82% | 531.15%-528.3pp | 335.08%-332.3pp | 578.55%-575.7pp |
| Employer contribution / active EE | $1,531 | $4,896-68.7% | $3,786-59.6% | $4,876-68.6% |
| Participant deferral / active EE | $10,076 | $5,316+89.5% | $4,482+124.8% | $5,439+85.3% |
| Admin fee / account holder | $1,049 | $10,886-90.4% | $8,020-86.9% | $10,885-90.4% |