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 | $70,856 | $159,602-55.6% | $150,045-52.8% | $142,382-50.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 10.81% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,015 | $4,961-59.4% | $4,693-57.1% | $4,299-53.1% |
| Participant deferral / active EE | $9,523 | $8,310+14.6% | $7,997+19.1% | $6,507+46.4% |
| Admin fee / account holder | $4,607 | $14,846-69.0% | $13,435-65.7% | $12,624-63.5% |