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 | $85,984 | $177,572-51.6% | $154,803-44.5% | $142,382-39.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 8.31% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $4,020 | $4,810-16.4% | $4,305-6.6% | $4,299-6.5% |
| Participant deferral / active EE | $7,067 | $6,272+12.7% | $5,540+27.5% | $6,507+8.6% |
| Admin fee / account holder | $3,360 | $16,786-80.0% | $14,329-76.5% | $12,624-73.4% |