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 | $68,995 | $109,881-37.2% | $150,045-54.0% | $84,808-18.6% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 13.77% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $15,236 | $3,561+327.8% | $4,693+224.7% | $2,631+479.1% |
| Participant deferral / active EE | $11,022 | $6,636+66.1% | $7,997+37.8% | $4,212+161.7% |
| Admin fee / account holder | $13,324 | $8,568+55.5% | $13,435-0.8% | $7,344+81.4% |