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 | $116,169 | $157,256-26.1% | $141,162-17.7% | $152,861-24.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 3.22% | 64.32%-61.1pp | 71.39%-68.2pp | 345.32%-342.1pp |
| Employer contribution / active EE | $3,054 | $5,261-41.9% | $4,735-35.5% | $4,762-35.9% |
| Participant deferral / active EE | $9,980 | $7,109+40.4% | $6,709+48.8% | $5,850+70.6% |
| Admin fee / account holder | $2,126 | $12,120-82.5% | $10,261-79.3% | $11,596-81.7% |