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 | $71,388 | $157,256-54.6% | $141,162-49.4% | $152,861-53.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 8.47% | 64.32%-55.8pp | 71.39%-62.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $2,558 | $5,261-51.4% | $4,735-46.0% | $4,762-46.3% |
| Participant deferral / active EE | $6,932 | $7,109-2.5% | $6,709+3.3% | $5,850+18.5% |
| Admin fee / account holder | $18,823 | $12,120+55.3% | $10,261+83.4% | $11,596+62.3% |