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 | $77,401 | $114,381-32.3% | $107,525-28.0% | $142,382-45.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 3.37% | 242.71%-239.3pp | 181.32%-177.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,617 | $4,015-34.8% | $3,754-30.3% | $4,299-39.1% |
| Participant deferral / active EE | $2,384 | $5,564-57.2% | $5,116-53.4% | $6,507-63.4% |
| Admin fee / account holder | $227,730 | $9,860+2209.6% | $8,919+2453.4% | $12,624+1704.0% |