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 | $71,416 | $56,053+27.4% | $75,972-6.0% | $80,856-11.7% |
| Participation rate | 70.2% | 62.0%+8.1pp | 69.1%+1.1pp | 67.6%+2.5pp |
| Annual return | 5.96% | 20.53%-14.6pp | 359.55%-353.6pp | 35.59%-29.6pp |
| Employer contribution / active EE | $584 | $1,874-68.9% | $2,685-78.3% | $2,755-78.8% |
| Participant deferral / active EE | $3,874 | $3,052+27.0% | $4,255-9.0% | $4,296-9.8% |
| Admin fee / account holder | $9,622 | $5,234+83.8% | $6,467+48.8% | $6,918+39.1% |