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 | $97,265 | $133,922-27.4% | $116,228-16.3% | $142,382-31.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 2.73% | 147.76%-145.0pp | 90.06%-87.3pp | 217.08%-214.3pp |
| Employer contribution / active EE | $1,118 | $3,446-67.5% | $2,994-62.7% | $4,299-74.0% |
| Participant deferral / active EE | $3,808 | $5,672-32.9% | $4,953-23.1% | $6,507-41.5% |
| Admin fee / account holder | $11,480 | $14,945-23.2% | $11,989-4.2% | $12,624-9.1% |