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 | $83,181 | $89,753-7.3% | $107,525-22.6% | $84,808-1.9% |
| Participation rate | 76.4% | 68.1%+8.3pp | 75.1%+1.3pp | 68.3%+8.1pp |
| Annual return | 12.34% | 29.48%-17.1pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,951 | $4,056-2.6% | $5,116-22.8% | $4,212-6.2% |
| Admin fee / account holder | $16,740 | $7,222+131.8% | $8,919+87.7% | $7,344+128.0% |