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 | $111,323 | $179,726-38.1% | $156,263-28.8% | $142,382-21.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 5.05% | 77.86%-72.8pp | 59.47%-54.4pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,815 | $5,069-64.2% | $4,333-58.1% | $4,299-57.8% |
| Participant deferral / active EE | $5,881 | $6,956-15.5% | $6,158-4.5% | $6,507-9.6% |
| Admin fee / account holder | $198,411 | $17,272+1048.7% | $14,255+1291.9% | $12,624+1471.7% |