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 | $92,887 | $159,602-41.8% | $150,045-38.1% | $142,382-34.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 11.99% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,295 | $4,961-33.6% | $4,693-29.8% | $4,299-23.3% |
| Participant deferral / active EE | $5,858 | $8,310-29.5% | $7,997-26.8% | $6,507-10.0% |
| Admin fee / account holder | $645 | $14,846-95.7% | $13,435-95.2% | $12,624-94.9% |