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 | $97,907 | $127,065-22.9% | $113,168-13.5% | $142,382-31.2% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 7.75% | 24.03%-16.3pp | 24.27%-16.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $3,303 | $3,442-4.0% | $2,975+11.0% | $4,299-23.2% |
| Participant deferral / active EE | $10,475 | $5,716+83.3% | $5,107+105.1% | $6,507+61.0% |
| Admin fee / account holder | $109,536 | $15,736+596.1% | $12,068+807.7% | $12,624+767.7% |