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 | $91,283 | $165,984-45.0% | $164,813-44.6% | $145,922-37.4% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 8.26% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,050 | $5,273-61.1% | $4,341-52.8% | $4,660-56.0% |
| Participant deferral / active EE | $11,871 | $6,959+70.6% | $6,031+96.8% | $6,688+77.5% |
| Admin fee / account holder | $4,206 | $16,648-74.7% | $12,690-66.9% | $13,397-68.6% |