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 | $95,444 | $117,841-19.0% | $102,423-6.8% | $145,922-34.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.35% | 31.65%-24.3pp | 29.32%-22.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,019 | $3,615-71.8% | $3,023-66.3% | $4,660-78.1% |
| Participant deferral / active EE | $1,859 | $5,731-67.6% | $5,053-63.2% | $6,688-72.2% |
| Admin fee / account holder | $5,140 | $13,326-61.4% | $9,451-45.6% | $13,397-61.6% |