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 | $39,113 | $198,466-80.3% | $170,442-77.1% | $147,584-73.5% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 6.52% | 257.29%-250.8pp | 205.93%-199.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,050 | $6,184-66.8% | $5,433-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $2,878 | $5,629-48.9% | $4,939-41.7% | $5,439-47.1% |
| Admin fee / account holder | $655 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |