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 | $102,284 | $111,754-8.5% | $103,333-1.0% | $145,922-29.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 8.32% | 24.77%-16.4pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,994 | $4,212-52.7% | $3,868-48.5% | $4,660-57.2% |
| Participant deferral / active EE | $3,320 | $5,619-40.9% | $5,057-34.3% | $6,688-50.4% |
| Admin fee / account holder | $1,039 | $9,750-89.3% | $8,355-87.6% | $13,397-92.2% |