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 | $121,065 | $217,402-44.3% | $185,823-34.8% | $167,490-27.7% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 7.81% | 148.36%-140.6pp | 122.05%-114.2pp | 478.56%-470.8pp |
| Employer contribution / active EE | $3,719 | $5,873-36.7% | $5,167-28.0% | $4,837-23.1% |
| Participant deferral / active EE | $4,389 | $6,356-30.9% | $5,568-21.2% | $6,341-30.8% |
| Admin fee / account holder | $17,352 | $19,811-12.4% | $16,237+6.9% | $12,309+41.0% |