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 | $84,609 | $112,096-24.5% | $95,952-11.8% | $158,922-46.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 2.21% | 171.09%-168.9pp | 91.61%-89.4pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,011 | $3,198-68.4% | $2,541-60.2% | $4,761-78.8% |
| Participant deferral / active EE | $2,835 | $4,784-40.7% | $4,167-32.0% | $5,982-52.6% |
| Admin fee / account holder | $2,602 | $10,130-74.3% | $6,795-61.7% | $11,246-76.9% |