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 | $56,606 | $83,477-32.2% | $125,175-54.8% | $72,985-22.4% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.5%+7.2pp |
| Annual return | 14.98% | 25.78%-10.8pp | 43.79%-28.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,694 | $3,585-24.9% | $4,937-45.4% | $3,607-25.3% |
| Admin fee / account holder | $13,029 | $5,517+136.1% | $9,702+34.3% | $5,124+154.3% |