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 | $81,414 | $176,056-53.8% | $159,436-48.9% | $167,490-51.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.28% | 331.75%-323.5pp | 263.57%-255.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $4,828 | $5,297-8.9% | $4,8290% | $4,837-0.2% |
| Participant deferral / active EE | $11,213 | $7,750+44.7% | $7,352+52.5% | $6,341+76.8% |
| Admin fee / account holder | $2,261 | $12,554-82.0% | $10,799-79.1% | $12,309-81.6% |