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 | $111,208 | $114,381-2.8% | $107,525+3.4% | $142,382-21.9% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 10.71% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,482 | $4,015-63.1% | $3,754-60.5% | $4,299-65.5% |
| Participant deferral / active EE | $2,372 | $5,564-57.4% | $5,116-53.6% | $6,507-63.5% |
| Admin fee / account holder | $3,901 | $9,860-60.4% | $8,919-56.3% | $12,624-69.1% |