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 | $78,368 | $54,705+43.3% | $71,209+10.1% | $84,808-7.6% |
| Participation rate | 95.9% | 64.1%+31.8pp | 73.8%+22.2pp | 68.3%+27.6pp |
| Annual return | 11.11% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,836 | $2,158-14.9% | $2,721-32.5% | $2,631-30.2% |
| Participant deferral / active EE | $2,929 | $3,030-3.3% | $4,175-29.8% | $4,212-30.4% |
| Admin fee / account holder | $9,993 | $4,863+105.5% | $5,349+86.8% | $7,344+36.1% |