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 | $86,797 | $133,922-35.2% | $116,228-25.3% | $142,382-39.0% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 8.41% | 147.76%-139.3pp | 90.06%-81.6pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,066 | $3,446-40.0% | $2,994-31.0% | $4,299-51.9% |
| Participant deferral / active EE | $4,132 | $5,672-27.2% | $4,953-16.6% | $6,507-36.5% |
| Admin fee / account holder | $41,616 | $14,945+178.5% | $11,989+247.1% | $12,624+229.7% |