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 | $109,372 | $114,381-4.4% | $107,525+1.7% | $142,382-23.2% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 8.20% | 242.71%-234.5pp | 181.32%-173.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,299 | $4,015-17.8% | $3,754-12.1% | $4,299-23.3% |
| Participant deferral / active EE | $2,739 | $5,564-50.8% | $5,116-46.5% | $6,507-57.9% |
| Admin fee / account holder | $707 | $9,860-92.8% | $8,919-92.1% | $12,624-94.4% |