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 | $101,602 | $201,272-49.5% | $184,203-44.8% | $145,922-30.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.44% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,498 | $7,022-64.4% | $6,427-61.1% | $4,660-46.4% |
| Participant deferral / active EE | $9,212 | $9,806-6.1% | $9,131+0.9% | $6,688+37.7% |
| Admin fee / account holder | $38,307 | $16,364+134.1% | $13,901+175.6% | $13,397+185.9% |