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 | $77,653 | $91,552-15.2% | $133,956-42.0% | $79,858-2.8% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 7.33% | 61.85%-54.5pp | 45.09%-37.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,039 | $2,384-56.4% | $3,919-73.5% | $2,471-57.9% |
| Participant deferral / active EE | $2,539 | $3,733-32.0% | $5,048-49.7% | $3,740-32.1% |
| Admin fee / account holder | $21,166 | $6,321+234.9% | $8,927+137.1% | $5,306+298.9% |