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 | $86,699 | $114,381-24.2% | $107,525-19.4% | $142,382-39.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 9.69% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,218 | $4,015-44.8% | $3,754-40.9% | $4,299-48.4% |
| Participant deferral / active EE | $7,247 | $5,564+30.2% | $5,116+41.7% | $6,507+11.4% |
| Admin fee / account holder | $1,163 | $9,860-88.2% | $8,919-87.0% | $12,624-90.8% |