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 | $94,956 | $197,591-51.9% | $177,821-46.6% | $158,922-40.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 5.39% | 58.76%-53.4pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,889 | $6,697-56.9% | $5,918-51.2% | $4,761-39.3% |
| Participant deferral / active EE | $4,014 | $8,405-52.2% | $7,714-48.0% | $5,982-32.9% |
| Admin fee / account holder | $4,943 | $15,399-67.9% | $12,427-60.2% | $11,246-56.0% |