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 | $18,772 | $175,202-89.3% | $149,673-87.5% | $139,434-86.5% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 8.79% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,815 | $5,474-12.0% | $4,818-0.1% | $4,751+1.3% |
| Participant deferral / active EE | $3,910 | $6,519-40.0% | $5,680-31.2% | $6,710-41.7% |
| Admin fee / account holder | $68,974 | $16,150+327.1% | $13,210+422.1% | $11,403+504.9% |