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 | $71,934 | $140,986-49.0% | $198,754-63.8% | $116,875-38.5% |
| Participation rate | 100.0% | 77.3%+22.7pp | 81.4%+18.6pp | 74.5%+25.5pp |
| Annual return | 8.88% | 18.14%-9.3pp | 4947.04%-4938.2pp | 16.29%-7.4pp |
| Employer contribution / active EE | $2,861 | $4,137-30.8% | $4,008-28.6% | $3,288-13.0% |
| Participant deferral / active EE | $1,944 | $3,620-46.3% | $4,138-53.0% | $3,885-50.0% |
| Admin fee / account holder | $6,079 | $11,748-48.3% | $12,082-49.7% | $12,263-50.4% |