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 | $86,975 | $148,534-41.4% | $135,903-36.0% | $139,434-37.6% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 6.90% | 79.19%-72.3pp | 68.23%-61.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $1,865 | $5,243-64.4% | $4,856-61.6% | $4,751-60.7% |
| Participant deferral / active EE | $3,617 | $8,100-55.3% | $7,758-53.4% | $6,710-46.1% |
| Admin fee / account holder | $40,002 | $12,400+222.6% | $10,762+271.7% | $11,403+250.8% |