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 | $74,520 | $148,534-49.8% | $135,903-45.2% | $139,434-46.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 8.81% | 79.19%-70.4pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,226 | $5,243-57.5% | $4,856-54.2% | $4,751-53.1% |
| Participant deferral / active EE | $7,593 | $8,100-6.3% | $7,758-2.1% | $6,710+13.2% |
| Admin fee / account holder | $589 | $12,400-95.3% | $10,762-94.5% | $11,403-94.8% |