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 | $81,812 | $98,240-16.7% | $82,313-0.6% | $147,584-44.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 7.53% | 30.85%-23.3pp | 25.88%-18.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $2,271 | $3,192-28.9% | $2,428-6.5% | $4,876-53.4% |
| Participant deferral / active EE | $2,578 | $4,383-41.2% | $3,706-30.4% | $5,439-52.6% |
| Admin fee / account holder | $1,288 | $8,563-85.0% | $5,608-77.0% | $10,885-88.2% |