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 | $81,781 | $202,318-59.6% | $172,739-52.7% | $152,861-46.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 5.15% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.2pp |
| Employer contribution / active EE | $3,721 | $5,856-36.5% | $5,143-27.6% | $4,762-21.9% |
| Participant deferral / active EE | $3,145 | $5,948-47.1% | $5,198-39.5% | $5,850-46.2% |
| Admin fee / account holder | $8,251 | $17,109-51.8% | $13,954-40.9% | $11,596-28.9% |