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 | $101,027 | $127,065-20.5% | $113,168-10.7% | $142,382-29.0% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 4.23% | 24.03%-19.8pp | 24.27%-20.0pp | 217.08%-212.8pp |
| Employer contribution / active EE | $2,206 | $3,442-35.9% | $2,975-25.8% | $4,299-48.7% |
| Participant deferral / active EE | $3,888 | $5,716-32.0% | $5,107-23.9% | $6,507-40.3% |
| Admin fee / account holder | $19,725 | $15,736+25.3% | $12,068+63.5% | $12,624+56.3% |