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 | $80,425 | $91,190-11.8% | $178,490-54.9% | $79,858+0.7% |
| Participation rate | 76.2% | 69.2%+7.0pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 9.08% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,066 | $3,256-36.6% | $5,011-58.8% | $2,471-16.4% |
| Participant deferral / active EE | $3,985 | $3,236+23.2% | $5,202-23.4% | $3,740+6.6% |
| Admin fee / account holder | $47,289 | $6,751+600.5% | $13,984+238.2% | $5,306+791.2% |