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 | $80,554 | $114,381-29.6% | $107,525-25.1% | $142,382-43.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 10.56% | 242.71%-232.1pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,470 | $4,015-63.4% | $3,754-60.8% | $4,299-65.8% |
| Participant deferral / active EE | $5,345 | $5,564-3.9% | $5,116+4.5% | $6,507-17.9% |
| Admin fee / account holder | $16,632 | $9,860+68.7% | $8,919+86.5% | $12,624+31.8% |