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 | $77,263 | $148,534-48.0% | $135,903-43.1% | $139,434-44.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 8.86% | 79.19%-70.3pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $10,431 | $5,243+98.9% | $4,856+114.8% | $4,751+119.6% |
| Participant deferral / active EE | $5,516 | $8,100-31.9% | $7,758-28.9% | $6,710-17.8% |
| Admin fee / account holder | $80,903 | $12,400+552.5% | $10,762+651.7% | $11,403+609.5% |