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 | $82,927 | $117,983-29.7% | $101,794-18.5% | $142,382-41.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 8.30% | 36.92%-28.6pp | 30.53%-22.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,153 | $2,773+13.7% | $2,289+37.8% | $4,299-26.7% |
| Participant deferral / active EE | $2,058 | $4,714-56.3% | $4,084-49.6% | $6,507-68.4% |
| Admin fee / account holder | $572 | $10,433-94.5% | $8,777-93.5% | $12,624-95.5% |