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 | $81,884 | $124,281-34.1% | $109,143-25.0% | $167,490-51.1% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 9.61% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,446 | $4,207-18.1% | $3,722-7.4% | $4,837-28.8% |
| Participant deferral / active EE | $1,559 | $5,255-70.3% | $4,653-66.5% | $6,341-75.4% |
| Admin fee / account holder | $36,222 | $7,970+354.5% | $6,752+436.5% | $12,309+194.3% |