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 | $20,881 | $175,202-88.1% | $149,673-86.0% | $139,434-85.0% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 6.23% | 166.71%-160.5pp | 134.42%-128.2pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,066 | $5,474-62.3% | $4,818-57.1% | $4,751-56.5% |
| Participant deferral / active EE | $6,210 | $6,519-4.7% | $5,680+9.3% | $6,710-7.4% |
| Admin fee / account holder | $481 | $16,150-97.0% | $13,210-96.4% | $11,403-95.8% |