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 | $94,773 | $117,841-19.6% | $102,423-7.5% | $145,922-35.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 6.61% | 31.65%-25.0pp | 29.32%-22.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,390 | $3,615-61.5% | $3,023-54.0% | $4,660-70.2% |
| Participant deferral / active EE | $1,825 | $5,731-68.1% | $5,053-63.9% | $6,688-72.7% |
| Admin fee / account holder | $2,295 | $13,326-82.8% | $9,451-75.7% | $13,397-82.9% |