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 | $101,557 | $93,571+8.5% | $135,903-25.3% | $75,163+35.1% |
| Participation rate | 78.3% | 75.2%+3.1pp | 81.9%-3.6pp | 67.2%+11.1pp |
| Annual return | 9.11% | 30.90%-21.8pp | 68.23%-59.1pp | 160.62%-151.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,534 | $6,404+33.3% | $7,758+10.0% | $4,125+106.9% |
| Admin fee / account holder | $1,338 | $6,975-80.8% | $10,762-87.6% | $5,651-76.3% |