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 | $27,626 | $89,753-69.2% | $107,525-74.3% | $84,808-67.4% |
| Participation rate | 90.7% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.4pp |
| Annual return | 11.10% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,970 | $3,113+59.6% | $3,754+32.4% | $2,631+88.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,527 | $7,222-23.5% | $8,919-38.0% | $7,344-24.7% |