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 | $75,777 | $48,795+55.3% | $65,493+15.7% | $84,808-10.6% |
| Participation rate | 80.4% | 67.0%+13.4pp | 73.1%+7.3pp | 68.3%+12.0pp |
| Annual return | 9.03% | 20.20%-11.2pp | 982.45%-973.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,405 | $2,928+84.6% | $3,961+36.5% | $4,212+28.3% |
| Admin fee / account holder | $9,265 | $3,877+139.0% | $5,028+84.3% | $7,344+26.2% |