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 | $32,788 | $154,117-78.7% | $129,995-74.8% | $139,434-76.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 6.09% | 32.48%-26.4pp | -137.18%+143.3pp | 372.94%-366.9pp |
| Employer contribution / active EE | $3,056 | $5,289-42.2% | $4,320-29.3% | $4,751-35.7% |
| Participant deferral / active EE | $4,099 | $6,710-38.9% | $5,820-29.6% | $6,710-38.9% |
| Admin fee / account holder | $89,053 | $14,007+535.8% | $10,614+739.0% | $11,403+681.0% |