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 | $83,043 | $135,952-38.9% | $123,892-33.0% | $273,961-69.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 1.11% | 56.63%-55.5pp | 47.52%-46.4pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,183 | $5,170-77.1% | $4,617-74.4% | $4,869-75.7% |
| Participant deferral / active EE | $4,862 | $6,343-23.3% | $5,984-18.8% | $5,287-8.0% |
| Admin fee / account holder | $1,480 | $9,817-84.9% | $8,357-82.3% | $10,132-85.4% |