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 | $105,090 | $114,381-8.1% | $107,525-2.3% | $142,382-26.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 11.04% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,038 | $4,015-24.3% | $3,754-19.1% | $4,299-29.3% |
| Participant deferral / active EE | $8,368 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $5,065 | $9,860-48.6% | $8,919-43.2% | $12,624-59.9% |