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 | $101,180 | $183,963-45.0% | $162,163-37.6% | $152,861-33.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 6.01% | 150.76%-144.8pp | 115.59%-109.6pp | 345.32%-339.3pp |
| Employer contribution / active EE | $3,100 | $6,371-51.3% | $5,614-44.8% | $4,762-34.9% |
| Participant deferral / active EE | $6,482 | $8,034-19.3% | $7,298-11.2% | $5,850+10.8% |
| Admin fee / account holder | $1,838 | $13,121-86.0% | $10,843-83.0% | $11,596-84.1% |