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 | $101,746 | $217,402-53.2% | $185,823-45.2% | $167,490-39.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.73% | 148.36%-141.6pp | 122.05%-115.3pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,787 | $5,873-52.5% | $5,167-46.1% | $4,837-42.4% |
| Participant deferral / active EE | $7,107 | $6,356+11.8% | $5,568+27.7% | $6,341+12.1% |
| Admin fee / account holder | $392 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |