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 | $80,177 | $217,402-63.1% | $185,823-56.9% | $167,490-52.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 7.10% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $2,225 | $5,873-62.1% | $5,167-56.9% | $4,837-54.0% |
| Participant deferral / active EE | $3,734 | $6,356-41.3% | $5,568-32.9% | $6,341-41.1% |
| Admin fee / account holder | $2,073 | $19,811-89.5% | $16,237-87.2% | $12,309-83.2% |