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 | $106,710 | $114,381-6.7% | $107,525-0.8% | $142,382-25.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 3.83% | 242.71%-238.9pp | 181.32%-177.5pp | 217.08%-213.2pp |
| Employer contribution / active EE | $3,330 | $4,015-17.1% | $3,754-11.3% | $4,299-22.5% |
| Participant deferral / active EE | $23,250 | $5,564+317.8% | $5,116+354.5% | $6,507+257.3% |
| Admin fee / account holder | $21,819 | $9,860+121.3% | $8,919+144.6% | $12,624+72.8% |