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 | $79,964 | $117,983-32.2% | $101,794-21.4% | $142,382-43.8% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 6.66% | 36.92%-30.3pp | 30.53%-23.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $3,383 | $2,773+22.0% | $2,289+47.8% | $4,299-21.3% |
| Participant deferral / active EE | $5,886 | $4,714+24.9% | $4,084+44.1% | $6,507-9.6% |
| Admin fee / account holder | $44,590 | $10,433+327.4% | $8,777+408.0% | $12,624+253.2% |