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 | $80,498 | $165,335-51.3% | $149,696-46.2% | $158,922-49.3% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 6.29% | 348.15%-341.9pp | 276.60%-270.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,856 | $5,103-44.0% | $4,644-38.5% | $4,761-40.0% |
| Participant deferral / active EE | $3,857 | $7,181-46.3% | $6,842-43.6% | $5,982-35.5% |
| Admin fee / account holder | $27,982 | $10,807+158.9% | $9,309+200.6% | $11,246+148.8% |