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 | $103,162 | $78,705+31.1% | $117,854-12.5% | $70,131+47.1% |
| Participation rate | 74.1% | 73.2%+0.9pp | 79.7%-5.6pp | 69.5%+4.5pp |
| Annual return | 11.63% | 23.30%-11.7pp | 335.08%-323.4pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,396 | $3,297+3.0% | $4,482-24.2% | $3,332+1.9% |
| Admin fee / account holder | $3,405 | $5,065-32.8% | $8,020-57.5% | $4,645-26.7% |