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 | $86,428 | $152,587-43.4% | $125,175-31.0% | $152,861-43.5% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 4.70% | 54.84%-50.1pp | 43.79%-39.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,436 | $4,946-71.0% | $3,865-62.9% | $4,762-69.9% |
| Participant deferral / active EE | $3,475 | $5,868-40.8% | $4,937-29.6% | $5,850-40.6% |
| Admin fee / account holder | $29,692 | $13,434+121.0% | $9,702+206.0% | $11,596+156.0% |