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 | $79,801 | $91,552-12.8% | $133,956-40.4% | $79,858-0.1% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 4.44% | 61.85%-57.4pp | 45.09%-40.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,799 | $2,384-24.5% | $3,919-54.1% | $2,471-27.2% |
| Participant deferral / active EE | $3,013 | $3,733-19.3% | $5,048-40.3% | $3,740-19.4% |
| Admin fee / account holder | $1,073 | $6,321-83.0% | $8,927-88.0% | $5,306-79.8% |