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 | $80,038 | $144,119-44.5% | $117,854-32.1% | $147,584-45.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 8.37% | 531.15%-522.8pp | 335.08%-326.7pp | 578.55%-570.2pp |
| Employer contribution / active EE | $2,357 | $4,896-51.9% | $3,786-37.7% | $4,876-51.7% |
| Participant deferral / active EE | $8,364 | $5,316+57.3% | $4,482+86.6% | $5,439+53.8% |
| Admin fee / account holder | $27,094 | $10,886+148.9% | $8,020+237.8% | $10,885+148.9% |