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 5-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 | $87,919 | $91,538-4.0% | $129,995-32.4% | $75,163+17.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.79% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,821 | $2,845-36.0% | $4,320-57.9% | $2,670-31.8% |
| Participant deferral / active EE | $3,883 | $4,341-10.6% | $5,820-33.3% | $4,125-5.9% |
| Admin fee / account holder | $5,436 | $6,790-19.9% | $10,614-48.8% | $5,651-3.8% |