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 | $126,873 | $165,335-23.3% | $149,696-15.2% | $158,922-20.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -4.04% | 348.15%-352.2pp | 276.60%-280.6pp | 302.83%-306.9pp |
| Employer contribution / active EE | $2,666 | $5,103-47.7% | $4,644-42.6% | $4,761-44.0% |
| Participant deferral / active EE | $10,071 | $7,181+40.2% | $6,842+47.2% | $5,982+68.4% |
| Admin fee / account holder | $16,381 | $10,807+51.6% | $9,309+76.0% | $11,246+45.7% |