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 | $82,010 | $105,998-22.6% | $92,233-11.1% | $147,584-44.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 9.22% | 50.05%-40.8pp | 176.28%-167.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $2,695 | $4,333-37.8% | $3,679-26.8% | $4,876-44.7% |
| Participant deferral / active EE | $7,641 | $4,478+70.6% | $3,897+96.1% | $5,439+40.5% |
| Admin fee / account holder | $1,732 | $6,332-72.6% | $5,194-66.6% | $10,885-84.1% |