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 | $107,584 | $88,751+21.2% | $81,812+31.5% | $145,922-26.3% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 8.87% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,339 | $3,083-56.6% | $2,912-54.0% | $4,660-71.3% |
| Participant deferral / active EE | $2,703 | $4,643-41.8% | $4,319-37.4% | $6,688-59.6% |
| Admin fee / account holder | $34,338 | $8,415+308.0% | $7,386+364.9% | $13,397+156.3% |