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 | $73,041 | $202,432-63.9% | $169,368-56.9% | $139,434-47.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 4.51% | 531.74%-527.2pp | 405.60%-401.1pp | 372.94%-368.4pp |
| Employer contribution / active EE | $2,884 | $4,692-38.5% | $4,013-28.1% | $4,751-39.3% |
| Participant deferral / active EE | $6,137 | $6,938-11.5% | $6,221-1.4% | $6,710-8.5% |
| Admin fee / account holder | $17,168 | $10,708+60.3% | $9,003+90.7% | $11,403+50.6% |