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 | $81,933 | $183,963-55.5% | $162,163-49.5% | $152,861-46.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 9.57% | 150.76%-141.2pp | 115.59%-106.0pp | 345.32%-335.7pp |
| Employer contribution / active EE | $4,491 | $6,371-29.5% | $5,614-20.0% | $4,762-5.7% |
| Participant deferral / active EE | $5,898 | $8,034-26.6% | $7,298-19.2% | $5,850+0.8% |
| Admin fee / account holder | $33,739 | $13,121+157.1% | $10,843+211.2% | $11,596+190.9% |