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 | $98,604 | $201,272-51.0% | $184,203-46.5% | $145,922-32.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 8.92% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,917 | $7,022-72.7% | $6,427-70.2% | $4,660-58.9% |
| Participant deferral / active EE | $3,667 | $9,806-62.6% | $9,131-59.8% | $6,688-45.2% |
| Admin fee / account holder | $63,194 | $16,364+286.2% | $13,901+354.6% | $13,397+371.7% |