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 | $68,796 | $117,983-41.7% | $101,794-32.4% | $142,382-51.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 8.38% | 36.92%-28.5pp | 30.53%-22.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,669 | $2,773-3.7% | $2,289+16.6% | $4,299-37.9% |
| Participant deferral / active EE | $6,429 | $4,714+36.4% | $4,084+57.4% | $6,507-1.2% |
| Admin fee / account holder | $43,412 | $10,433+316.1% | $8,777+394.6% | $12,624+243.9% |