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 | $79,802 | $103,966-23.2% | $112,887-29.3% | $75,163+6.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 11.93% | 24.54%-12.6pp | 34.10%-22.2pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,608 | $3,870-6.8% | $4,563-20.9% | $2,670+35.1% |
| Participant deferral / active EE | $5,317 | $5,456-2.6% | $6,513-18.4% | $4,125+28.9% |
| Admin fee / account holder | $6,279 | $7,663-18.1% | $7,047-10.9% | $5,651+11.1% |