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 | $92,960 | $127,065-26.8% | $113,168-17.9% | $142,382-34.7% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 4.17% | 24.03%-19.9pp | 24.27%-20.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,261 | $3,442-34.3% | $2,975-24.0% | $4,299-47.4% |
| Participant deferral / active EE | $4,323 | $5,716-24.4% | $5,107-15.3% | $6,507-33.6% |
| Admin fee / account holder | $4,527 | $15,736-71.2% | $12,068-62.5% | $12,624-64.1% |