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 | $103,514 | $112,096-7.7% | $95,952+7.9% | $158,922-34.9% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 2.06% | 171.09%-169.0pp | 91.61%-89.5pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,639 | $3,198-48.7% | $2,541-35.5% | $4,761-65.6% |
| Participant deferral / active EE | $4,733 | $4,784-1.1% | $4,167+13.6% | $5,982-20.9% |
| Admin fee / account holder | $480 | $10,130-95.3% | $6,795-92.9% | $11,246-95.7% |