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 | $84,665 | $165,335-48.8% | $149,696-43.4% | $158,922-46.7% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 4.20% | 348.15%-343.9pp | 276.60%-272.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,447 | $5,103-52.0% | $4,644-47.3% | $4,761-48.6% |
| Participant deferral / active EE | $6,324 | $7,181-11.9% | $6,842-7.6% | $5,982+5.7% |
| Admin fee / account holder | $445 | $10,807-95.9% | $9,309-95.2% | $11,246-96.0% |