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 | $124,046 | $158,398-21.7% | $126,539-2.0% | $142,382-12.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 5.70% | 593.76%-588.1pp | 425.95%-420.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,584 | $4,650-44.4% | $3,674-29.7% | $4,299-39.9% |
| Participant deferral / active EE | $5,702 | $4,767+19.6% | $4,083+39.7% | $6,507-12.4% |
| Admin fee / account holder | $59,239 | $6,918+756.3% | $6,065+876.8% | $12,624+369.3% |