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 | $83,517 | $95,416-12.5% | $185,823-55.1% | $85,850-2.7% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 11.35% | 23.59%-12.2pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,052 | $3,314-7.9% | $5,167-40.9% | $2,565+19.0% |
| Participant deferral / active EE | $5,405 | $3,423+57.9% | $5,568-2.9% | $3,952+36.8% |
| Admin fee / account holder | $21,303 | $7,213+195.4% | $16,237+31.2% | $6,260+240.3% |