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 | $81,982 | $157,256-47.9% | $141,162-41.9% | $152,861-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.19% | 64.32%-57.1pp | 71.39%-64.2pp | 345.32%-338.1pp |
| Employer contribution / active EE | $3,490 | $5,261-33.7% | $4,735-26.3% | $4,762-26.7% |
| Participant deferral / active EE | $7,038 | $7,109-1.0% | $6,709+4.9% | $5,850+20.3% |
| Admin fee / account holder | $4,444 | $12,120-63.3% | $10,261-56.7% | $11,596-61.7% |