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 | $45,800 | $73,933-38.1% | $96,683-52.6% | $75,163-39.1% |
| Participation rate | 79.0% | 66.4%+12.6pp | 74.3%+4.7pp | 67.2%+11.8pp |
| Annual return | 12.87% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $12,763 | $2,928+335.9% | $3,737+241.6% | $2,670+378.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $13,009 | $5,216+149.4% | $6,730+93.3% | $5,651+130.2% |