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 | $71,624 | $214,378-66.6% | $200,582-64.3% | $142,382-49.7% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 9.10% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,410 | $6,841-50.2% | $6,419-46.9% | $4,299-20.7% |
| Participant deferral / active EE | $5,494 | $9,865-44.3% | $9,331-41.1% | $6,507-15.6% |
| Admin fee / account holder | $599 | $17,692-96.6% | $16,305-96.3% | $12,624-95.3% |