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 | $81,407 | $104,664-22.2% | $85,682-5.0% | $167,490-51.4% |
| Participation rate | 88.2% | 76.4%+11.9pp | 69.9%+18.4pp | 82.1%+6.1pp |
| Annual return | 7.88% | 21.45%-13.6pp | 21.49%-13.6pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,562 | $3,337-53.2% | $2,618-40.4% | $4,837-67.7% |
| Participant deferral / active EE | $4,185 | $4,824-13.2% | $3,923+6.7% | $6,341-34.0% |
| Admin fee / account holder | $611 | $10,032-93.9% | $6,873-91.1% | $12,309-95.0% |