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 | $79,366 | $210,648-62.3% | $177,989-55.4% | $145,922-45.6% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 6.65% | 385.86%-379.2pp | 294.48%-287.8pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,040 | $4,565-55.3% | $3,949-48.3% | $4,660-56.2% |
| Participant deferral / active EE | $2,040 | $6,958-70.7% | $6,276-67.5% | $6,688-69.5% |
| Admin fee / account holder | $440 | $12,013-96.3% | $10,363-95.8% | $13,397-96.7% |