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 | $109,784 | $176,056-37.6% | $159,436-31.1% | $167,490-34.5% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 9.44% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,931 | $5,297-44.7% | $4,829-39.3% | $4,837-39.4% |
| Participant deferral / active EE | $5,714 | $7,750-26.3% | $7,352-22.3% | $6,341-9.9% |
| Admin fee / account holder | $38,964 | $12,554+210.4% | $10,799+260.8% | $12,309+216.5% |