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 | $84,734 | $89,753-5.6% | $107,525-21.2% | $84,808-0.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.03% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,993 | $3,113-36.0% | $3,754-46.9% | $2,631-24.3% |
| Participant deferral / active EE | $5,123 | $4,056+26.3% | $5,116+0.1% | $4,212+21.6% |
| Admin fee / account holder | $4,486 | $7,222-37.9% | $8,919-49.7% | $7,344-38.9% |