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 | $117,421 | $183,519-36.0% | $155,509-24.5% | $145,922-19.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.69% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $20,202 | $5,313+280.3% | $4,672+332.4% | $4,660+333.6% |
| Participant deferral / active EE | $12,985 | $6,462+100.9% | $5,626+130.8% | $6,688+94.2% |
| Admin fee / account holder | $1,039 | $19,313-94.6% | $15,912-93.5% | $13,397-92.2% |