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 | $77,767 | $53,822+44.5% | $75,696+2.7% | $85,850-9.4% |
| Participation rate | 88.9% | 69.1%+19.8pp | 74.8%+14.1pp | 69.3%+19.6pp |
| Annual return | 9.20% | 24.54%-15.3pp | 104.53%-95.3pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,280 | $2,895+13.3% | $3,821-14.2% | $3,952-17.0% |
| Admin fee / account holder | $1,915 | $3,343-42.7% | $3,619-47.1% | $6,260-69.4% |