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 | $17,595 | $177,572-90.1% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 5.11% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $5,714 | $4,810+18.8% | $4,305+32.7% | $4,299+32.9% |
| Participant deferral / active EE | $2,235 | $6,272-64.4% | $5,540-59.7% | $6,507-65.7% |
| Admin fee / account holder | $97,079 | $16,786+478.3% | $14,329+577.5% | $12,624+669.0% |