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 | $94,453 | $183,519-48.5% | $155,509-39.3% | $145,922-35.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.38% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,370 | $5,313-55.4% | $4,672-49.3% | $4,660-49.1% |
| Participant deferral / active EE | $5,409 | $6,462-16.3% | $5,626-3.9% | $6,688-19.1% |
| Admin fee / account holder | $287,276 | $19,313+1387.5% | $15,912+1705.4% | $13,397+2044.3% |