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 | $98,882 | $127,065-22.2% | $113,168-12.6% | $142,382-30.6% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 9.65% | 24.03%-14.4pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,968 | $3,442-42.8% | $2,975-33.8% | $4,299-54.2% |
| Participant deferral / active EE | $5,056 | $5,716-11.6% | $5,107-1.0% | $6,507-22.3% |
| Admin fee / account holder | $1,170 | $15,736-92.6% | $12,068-90.3% | $12,624-90.7% |