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 | $59,414 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 4.41% | 79.19%-74.8pp | 68.23%-63.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $3,058 | $5,243-41.7% | $4,856-37.0% | $4,751-35.6% |
| Participant deferral / active EE | $4,314 | $8,100-46.7% | $7,758-44.4% | $6,710-35.7% |
| Admin fee / account holder | $80,586 | $12,400+549.9% | $10,762+648.8% | $11,403+606.7% |