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 | $65,023 | $175,202-62.9% | $149,673-56.6% | $139,434-53.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 3.63% | 166.71%-163.1pp | 134.42%-130.8pp | 372.94%-369.3pp |
| Employer contribution / active EE | $3,220 | $5,474-41.2% | $4,818-33.2% | $4,751-32.2% |
| Participant deferral / active EE | $5,491 | $6,519-15.8% | $5,680-3.3% | $6,710-18.2% |
| Admin fee / account holder | $1,751 | $16,150-89.2% | $13,210-86.7% | $11,403-84.6% |