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 | $96,172 | $124,281-22.6% | $109,143-11.9% | $167,490-42.6% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 9.48% | 26.04%-16.6pp | 25.75%-16.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,228 | $4,207-70.8% | $3,722-67.0% | $4,837-74.6% |
| Participant deferral / active EE | $2,574 | $5,255-51.0% | $4,653-44.7% | $6,341-59.4% |
| Admin fee / account holder | $1,454 | $7,970-81.8% | $6,752-78.5% | $12,309-88.2% |