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 | $76,234 | $114,381-33.4% | $107,525-29.1% | $142,382-46.5% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 8.57% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,049 | $4,015-49.0% | $3,754-45.4% | $4,299-52.3% |
| Participant deferral / active EE | $6,821 | $5,564+22.6% | $5,116+33.3% | $6,507+4.8% |
| Admin fee / account holder | $3,562 | $9,860-63.9% | $8,919-60.1% | $12,624-71.8% |