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 | $126,488 | $202,432-37.5% | $169,368-25.3% | $139,434-9.3% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 8.18% | 531.74%-523.6pp | 405.60%-397.4pp | 372.94%-364.8pp |
| Employer contribution / active EE | $2,204 | $4,692-53.0% | $4,013-45.1% | $4,751-53.6% |
| Participant deferral / active EE | $3,428 | $6,938-50.6% | $6,221-44.9% | $6,710-48.9% |
| Admin fee / account holder | $49,595 | $10,708+363.1% | $9,003+450.9% | $11,403+334.9% |