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 | $80,869 | $106,584-24.1% | $101,326-20.2% | $142,382-43.2% |
| Participation rate | 76.9% | 82.7%-5.8pp | 81.5%-4.6pp | 80.1%-3.2pp |
| Annual return | 3.00% | 36.93%-33.9pp | 36.82%-33.8pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,658 | $3,956-58.1% | $3,665-54.8% | $4,299-61.4% |
| Participant deferral / active EE | $2,443 | $8,297-70.6% | $7,994-69.4% | $6,507-62.5% |
| Admin fee / account holder | $15,103 | $11,446+31.9% | $11,185+35.0% | $12,624+19.6% |