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 | $80,063 | $157,256-49.1% | $141,162-43.3% | $152,861-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.21% | 64.32%-57.1pp | 71.39%-64.2pp | 345.32%-338.1pp |
| Employer contribution / active EE | $3,545 | $5,261-32.6% | $4,735-25.1% | $4,762-25.6% |
| Participant deferral / active EE | $10,497 | $7,109+47.7% | $6,709+56.5% | $5,850+79.4% |
| Admin fee / account holder | $30,018 | $12,120+147.7% | $10,261+192.5% | $11,596+158.9% |