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 | $84,813 | $105,126-19.3% | $94,646-10.4% | $139,434-39.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 2.02% | 38.03%-36.0pp | 156.71%-154.7pp | 372.94%-370.9pp |
| Employer contribution / active EE | $3,434 | $4,106-16.3% | $3,672-6.5% | $4,751-27.7% |
| Participant deferral / active EE | $6,869 | $7,599-9.6% | $7,418-7.4% | $6,710+2.4% |
| Admin fee / account holder | $1,266 | $8,984-85.9% | $7,231-82.5% | $11,403-88.9% |