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 | $88,966 | $144,119-38.3% | $117,854-24.5% | $147,584-39.7% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 7.82% | 531.15%-523.3pp | 335.08%-327.3pp | 578.55%-570.7pp |
| Employer contribution / active EE | $3,992 | $4,896-18.5% | $3,786+5.4% | $4,876-18.1% |
| Participant deferral / active EE | $8,208 | $5,316+54.4% | $4,482+83.1% | $5,439+50.9% |
| Admin fee / account holder | $4,604 | $10,886-57.7% | $8,020-42.6% | $10,885-57.7% |