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 | $93,568 | $124,281-24.7% | $109,143-14.3% | $167,490-44.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 8.23% | 26.04%-17.8pp | 25.75%-17.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $3,208 | $4,207-23.8% | $3,722-13.8% | $4,837-33.7% |
| Participant deferral / active EE | $7,347 | $5,255+39.8% | $4,653+57.9% | $6,341+15.9% |
| Admin fee / account holder | $22,098 | $7,970+177.3% | $6,752+227.3% | $12,309+79.5% |