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 | $83,930 | $159,602-47.4% | $150,045-44.1% | $142,382-41.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 9.73% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,155 | $4,961-56.6% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $3,256 | $8,310-60.8% | $7,997-59.3% | $6,507-50.0% |
| Admin fee / account holder | $13,091 | $14,846-11.8% | $13,435-2.6% | $12,624+3.7% |