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 | $82,391 | $157,256-47.6% | $141,162-41.6% | $152,861-46.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 10.18% | 64.32%-54.1pp | 71.39%-61.2pp | 345.32%-335.1pp |
| Employer contribution / active EE | $2,254 | $5,261-57.2% | $4,735-52.4% | $4,762-52.7% |
| Participant deferral / active EE | $3,621 | $7,109-49.1% | $6,709-46.0% | $5,850-38.1% |
| Admin fee / account holder | $22,399 | $12,120+84.8% | $10,261+118.3% | $11,596+93.2% |