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 | $78,675 | $103,376-23.9% | $87,100-9.7% | $152,861-48.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 3.96% | 28.10%-24.1pp | 28.19%-24.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,325 | $3,220-58.9% | $2,521-47.5% | $4,762-72.2% |
| Participant deferral / active EE | $5,474 | $4,778+14.6% | $4,049+35.2% | $5,850-6.4% |
| Admin fee / account holder | $45,615 | $12,205+273.7% | $7,497+508.5% | $11,596+293.3% |