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 | $98,272 | $159,901-38.5% | $146,958-33.1% | $145,922-32.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.80% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,694 | $5,286-49.0% | $4,933-45.4% | $4,660-42.2% |
| Participant deferral / active EE | $5,299 | $8,428-37.1% | $8,070-34.3% | $6,688-20.8% |
| Admin fee / account holder | $13,043 | $15,044-13.3% | $12,998+0.3% | $13,397-2.6% |