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 | $107,035 | $133,922-20.1% | $116,228-7.9% | $142,382-24.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 9.54% | 147.76%-138.2pp | 90.06%-80.5pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,858 | $3,446-46.1% | $2,994-38.0% | $4,299-56.8% |
| Participant deferral / active EE | $6,200 | $5,672+9.3% | $4,953+25.2% | $6,507-4.7% |
| Admin fee / account holder | $53,354 | $14,945+257.0% | $11,989+345.0% | $12,624+322.7% |