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 | $84,483 | $74,888+12.8% | $71,209+18.6% | $142,382-40.7% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 8.63% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,991 | $2,854-30.2% | $2,721-26.8% | $4,299-53.7% |
| Participant deferral / active EE | $1,573 | $4,454-64.7% | $4,175-62.3% | $6,507-75.8% |
| Admin fee / account holder | $4,179 | $5,568-24.9% | $5,349-21.9% | $12,624-66.9% |