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 | $69,223 | $179,726-61.5% | $156,263-55.7% | $142,382-51.4% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | -1.43% | 77.86%-79.3pp | 59.47%-60.9pp | 217.08%-218.5pp |
| Employer contribution / active EE | $7,279 | $5,069+43.6% | $4,333+68.0% | $4,299+69.3% |
| Participant deferral / active EE | $6,900 | $6,956-0.8% | $6,158+12.0% | $6,507+6.0% |
| Admin fee / account holder | $6,956 | $17,272-59.7% | $14,255-51.2% | $12,624-44.9% |