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 | $94,006 | $175,202-46.3% | $149,673-37.2% | $139,434-32.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 9.58% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,541 | $5,474-35.3% | $4,818-26.5% | $4,751-25.5% |
| Participant deferral / active EE | $5,056 | $6,519-22.4% | $5,680-11.0% | $6,710-24.7% |
| Admin fee / account holder | $960 | $16,150-94.1% | $13,210-92.7% | $11,403-91.6% |