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 | $79,776 | $80,968-1.5% | $96,544-17.4% | $75,163+6.1% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.7pp |
| Annual return | 11.75% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,229 | $2,282-46.1% | $2,965-58.5% | $2,670-54.0% |
| Participant deferral / active EE | $5,124 | $3,928+30.4% | $4,851+5.6% | $4,125+24.2% |
| Admin fee / account holder | $15,531 | $6,724+131.0% | $8,252+88.2% | $5,651+174.8% |