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 | $67,403 | $88,751-24.1% | $81,812-17.6% | $145,922-53.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 9.00% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,312 | $3,083-57.5% | $2,912-55.0% | $4,660-71.9% |
| Participant deferral / active EE | $6,063 | $4,643+30.6% | $4,319+40.4% | $6,688-9.3% |
| Admin fee / account holder | $2,733 | $8,415-67.5% | $7,386-63.0% | $13,397-79.6% |