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 | $89,569 | $137,414-34.8% | $189,513-52.7% | $85,850+4.3% |
| Participation rate | 93.6% | 84.6%+9.0pp | 87.8%+5.8pp | 69.3%+24.3pp |
| Annual return | 11.16% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,542 | $4,344-41.5% | $6,162-58.7% | $2,565-0.9% |
| Participant deferral / active EE | $3,951 | $6,260-36.9% | $8,221-51.9% | $3,9520% |
| Admin fee / account holder | $3,450 | $8,630-60.0% | $12,045-71.4% | $6,260-44.9% |