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 | $70,992 | $114,381-37.9% | $107,525-34.0% | $142,382-50.1% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 11.22% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,567 | $4,015-36.1% | $3,754-31.6% | $4,299-40.3% |
| Participant deferral / active EE | $4,426 | $5,564-20.5% | $5,116-13.5% | $6,507-32.0% |
| Admin fee / account holder | $917 | $9,860-90.7% | $8,919-89.7% | $12,624-92.7% |