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 | $69,481 | $74,888-7.2% | $71,209-2.4% | $142,382-51.2% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 12.71% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,054 | $2,854+112.1% | $2,721+122.5% | $4,299+40.8% |
| Participant deferral / active EE | $2,632 | $4,454-40.9% | $4,175-37.0% | $6,507-59.6% |
| Admin fee / account holder | $539 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |