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 | $95,210 | $197,591-51.8% | $177,821-46.5% | $158,922-40.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 5.16% | 58.76%-53.6pp | 48.32%-43.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,500 | $6,697-62.7% | $5,918-57.8% | $4,761-47.5% |
| Participant deferral / active EE | $3,757 | $8,405-55.3% | $7,714-51.3% | $5,982-37.2% |
| Admin fee / account holder | $4,070 | $15,399-73.6% | $12,427-67.2% | $11,246-63.8% |