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 | $86,532 | $198,466-56.4% | $170,442-49.2% | $147,584-41.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.65% | 257.29%-252.6pp | 205.93%-201.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $3,542 | $6,184-42.7% | $5,433-34.8% | $4,876-27.4% |
| Participant deferral / active EE | $10,522 | $5,629+86.9% | $4,939+113.0% | $5,439+93.5% |
| Admin fee / account holder | $772 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |