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 | $103,185 | $175,202-41.1% | $149,673-31.1% | $139,434-26.0% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 9.80% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,088 | $5,474-80.1% | $4,818-77.4% | $4,751-77.1% |
| Participant deferral / active EE | $2,651 | $6,519-59.3% | $5,680-53.3% | $6,710-60.5% |
| Admin fee / account holder | $52,650 | $16,150+226.0% | $13,210+298.6% | $11,403+361.7% |