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 | $25,064 | $114,381-78.1% | $107,525-76.7% | $142,382-82.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 10.21% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,931 | $4,015+22.8% | $3,754+31.4% | $4,299+14.7% |
| Participant deferral / active EE | $8,967 | $5,564+61.1% | $5,116+75.3% | $6,507+37.8% |
| Admin fee / account holder | $7,037 | $9,860-28.6% | $8,919-21.1% | $12,624-44.3% |