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 | $98,809 | $226,064-56.3% | $182,532-45.9% | $152,861-35.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 7.20% | 192.51%-185.3pp | 148.54%-141.3pp | 345.32%-338.1pp |
| Employer contribution / active EE | $721 | $4,978-85.5% | $4,076-82.3% | $4,762-84.9% |
| Participant deferral / active EE | $3,905 | $6,368-38.7% | $5,524-29.3% | $5,850-33.3% |
| Admin fee / account holder | $1,168 | $10,703-89.1% | $8,592-86.4% | $11,596-89.9% |