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 | $118,375 | $148,534-20.3% | $135,903-12.9% | $139,434-15.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 11.98% | 79.19%-67.2pp | 68.23%-56.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,741 | $5,243-47.7% | $4,856-43.5% | $4,751-42.3% |
| Participant deferral / active EE | $6,829 | $8,100-15.7% | $7,758-12.0% | $6,710+1.8% |
| Admin fee / account holder | $40,280 | $12,400+224.8% | $10,762+274.3% | $11,403+253.3% |