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 | $113,179 | $133,922-15.5% | $116,228-2.6% | $142,382-20.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 6.82% | 147.76%-140.9pp | 90.06%-83.2pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,354 | $3,446-31.7% | $2,994-21.4% | $4,299-45.2% |
| Participant deferral / active EE | $5,176 | $5,672-8.7% | $4,953+4.5% | $6,507-20.5% |
| Admin fee / account holder | $5,483 | $14,945-63.3% | $11,989-54.3% | $12,624-56.6% |