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 | $137,563 | $114,381+20.3% | $107,525+27.9% | $142,382-3.4% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 9.46% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,740 | $4,015-31.8% | $3,754-27.0% | $4,299-36.3% |
| Participant deferral / active EE | $4,332 | $5,564-22.2% | $5,116-15.3% | $6,507-33.4% |
| Admin fee / account holder | $61,343 | $9,860+522.1% | $8,919+587.8% | $12,624+385.9% |