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 | $77,085 | $177,572-56.6% | $154,803-50.2% | $142,382-45.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 4.45% | 65.07%-60.6pp | 58.88%-54.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,286 | $4,810-73.3% | $4,305-70.1% | $4,299-70.1% |
| Participant deferral / active EE | $9,564 | $6,272+52.5% | $5,540+72.6% | $6,507+47.0% |
| Admin fee / account holder | $187,451 | $16,786+1016.7% | $14,329+1208.2% | $12,624+1384.9% |