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 | $80,078 | $148,534-46.1% | $135,903-41.1% | $139,434-42.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 10.20% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,452 | $5,243-53.2% | $4,856-49.5% | $4,751-48.4% |
| Participant deferral / active EE | $4,078 | $8,100-49.7% | $7,758-47.4% | $6,710-39.2% |
| Admin fee / account holder | $2,980 | $12,400-76.0% | $10,762-72.3% | $11,403-73.9% |