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 | $74,318 | $135,952-45.3% | $123,892-40.0% | $273,961-72.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1.18% | 56.63%-55.5pp | 47.52%-46.3pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,662 | $5,170-67.9% | $4,617-64.0% | $4,869-65.9% |
| Participant deferral / active EE | $3,373 | $6,343-46.8% | $5,984-43.6% | $5,287-36.2% |
| Admin fee / account holder | $11,150 | $9,817+13.6% | $8,357+33.4% | $10,132+10.0% |