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 | $96,095 | $105,181-8.6% | $159,436-39.7% | $85,850+11.9% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 12.40% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,701 | $3,318-18.6% | $4,829-44.1% | $2,565+5.3% |
| Participant deferral / active EE | $5,879 | $5,945-1.1% | $7,352-20.0% | $3,952+48.8% |
| Admin fee / account holder | $3,855 | $6,933-44.4% | $10,799-64.3% | $6,260-38.4% |