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 | $72,229 | $109,881-34.3% | $150,045-51.9% | $84,808-14.8% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 13.54% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,653 | $6,636-29.9% | $7,997-41.8% | $4,212+10.5% |
| Admin fee / account holder | $458 | $8,568-94.7% | $13,435-96.6% | $7,344-93.8% |