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 | $68,309 | $109,413-37.6% | $156,263-56.3% | $84,808-19.5% |
| Participation rate | 85.3% | 72.7%+12.6pp | 78.9%+6.4pp | 68.3%+17.0pp |
| Annual return | 11.29% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $815 | $2,907-72.0% | $4,333-81.2% | $2,631-69.0% |
| Participant deferral / active EE | $4,190 | $4,590-8.7% | $6,158-32.0% | $4,212-0.5% |
| Admin fee / account holder | $4,856 | $9,357-48.1% | $14,255-65.9% | $7,344-33.9% |