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 | $109,132 | $165,335-34.0% | $149,696-27.1% | $158,922-31.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 6.22% | 348.15%-341.9pp | 276.60%-270.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,338 | $5,103-73.8% | $4,644-71.2% | $4,761-71.9% |
| Participant deferral / active EE | $9,716 | $7,181+35.3% | $6,842+42.0% | $5,982+62.4% |
| Admin fee / account holder | $23,093 | $10,807+113.7% | $9,309+148.1% | $11,246+105.3% |