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 | $99,720 | $48,046+107.5% | $84,611+17.9% | $72,985+36.6% |
| Participation rate | 73.1% | 57.6%+15.5pp | 68.2%+4.8pp | 69.5%+3.6pp |
| Annual return | 2.99% | 37.38%-34.4pp | 258.74%-255.7pp | 81.00%-78.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,614 | $2,680-39.8% | $3,899-58.6% | $3,607-55.3% |
| Admin fee / account holder | $3,058 | $3,395-9.9% | $4,912-37.7% | $5,124-40.3% |