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 | $80,168 | $101,724-21.2% | $164,813-51.4% | $80,856-0.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 3.30% | 16.72%-13.4pp | 69.93%-66.6pp | 35.59%-32.3pp |
| Employer contribution / active EE | $8,226 | $2,953+178.5% | $4,341+89.5% | $2,755+198.6% |
| Participant deferral / active EE | $8,307 | $4,477+85.5% | $6,031+37.7% | $4,296+93.4% |
| Admin fee / account holder | $25,793 | $8,227+213.5% | $12,690+103.3% | $6,918+272.8% |