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 | $68,220 | $90,348-24.5% | $75,972-10.2% | $145,922-53.2% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 4.53% | 620.88%-616.3pp | 359.55%-355.0pp | 561.29%-556.8pp |
| Employer contribution / active EE | $3,624 | $3,311+9.4% | $2,685+35.0% | $4,660-22.2% |
| Participant deferral / active EE | $4,924 | $5,162-4.6% | $4,255+15.7% | $6,688-26.4% |
| Admin fee / account holder | $11,347 | $8,467+34.0% | $6,467+75.5% | $13,397-15.3% |