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 | $78,321 | $74,888+4.6% | $71,209+10.0% | $142,382-45.0% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 5.10% | 345.14%-340.0pp | 282.51%-277.4pp | 217.08%-212.0pp |
| Employer contribution / active EE | $666 | $2,854-76.7% | $2,721-75.5% | $4,299-84.5% |
| Participant deferral / active EE | $3,770 | $4,454-15.4% | $4,175-9.7% | $6,507-42.1% |
| Admin fee / account holder | $9,332 | $5,568+67.6% | $5,349+74.5% | $12,624-26.1% |