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 | $83,903 | $159,602-47.4% | $150,045-44.1% | $142,382-41.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 9.01% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,343 | $4,961-32.6% | $4,693-28.8% | $4,299-22.2% |
| Participant deferral / active EE | $3,964 | $8,310-52.3% | $7,997-50.4% | $6,507-39.1% |
| Admin fee / account holder | $48,872 | $14,846+229.2% | $13,435+263.8% | $12,624+287.1% |