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 | $76,092 | $127,065-40.1% | $113,168-32.8% | $142,382-46.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 7.12% | 24.03%-16.9pp | 24.27%-17.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $3,104 | $3,442-9.8% | $2,975+4.3% | $4,299-27.8% |
| Participant deferral / active EE | $6,716 | $5,716+17.5% | $5,107+31.5% | $6,507+3.2% |
| Admin fee / account holder | $2,325 | $15,736-85.2% | $12,068-80.7% | $12,624-81.6% |