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 | $95,783 | $107,334-10.8% | $92,893+3.1% | $152,861-37.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 6.33% | 145.58%-139.3pp | 109.41%-103.1pp | 345.32%-339.0pp |
| Employer contribution / active EE | $1,728 | $4,221-59.1% | $3,653-52.7% | $4,762-63.7% |
| Participant deferral / active EE | $2,195 | $4,845-54.7% | $4,236-48.2% | $5,850-62.5% |
| Admin fee / account holder | $3,901 | $7,079-44.9% | $5,794-32.7% | $11,596-66.4% |