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 | $77,336 | $197,591-60.9% | $177,821-56.5% | $158,922-51.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 6.19% | 58.76%-52.6pp | 48.32%-42.1pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,502 | $6,697-62.6% | $5,918-57.7% | $4,761-47.5% |
| Participant deferral / active EE | $8,054 | $8,405-4.2% | $7,714+4.4% | $5,982+34.6% |
| Admin fee / account holder | $233,117 | $15,399+1413.8% | $12,427+1775.8% | $11,246+1972.9% |