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 | $100,591 | $96,635+4.1% | $86,612+16.1% | $139,434-27.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 7.33% | 106.41%-99.1pp | 591.07%-583.7pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,702 | $3,263-47.9% | $3,022-43.7% | $4,751-64.2% |
| Participant deferral / active EE | $4,870 | $4,836+0.7% | $4,438+9.8% | $6,710-27.4% |
| Admin fee / account holder | $1,819 | $6,408-71.6% | $5,614-67.6% | $11,403-84.0% |