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 | $81,087 | $118,680-31.7% | $98,907-18.0% | $158,922-49.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.10% | 372.35%-367.2pp | 196.43%-191.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $3,163 | $3,333-5.1% | $2,689+17.6% | $4,761-33.6% |
| Participant deferral / active EE | $3,587 | $5,088-29.5% | $4,244-15.5% | $5,982-40.0% |
| Admin fee / account holder | $6,493 | $10,131-35.9% | $6,642-2.2% | $11,246-42.3% |