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 | $50,265 | $105,126-52.2% | $94,646-46.9% | $139,434-64.0% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 11.70% | 38.03%-26.3pp | 156.71%-145.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,141 | $4,106-47.9% | $3,672-41.7% | $4,751-54.9% |
| Participant deferral / active EE | $6,668 | $7,599-12.3% | $7,418-10.1% | $6,710-0.6% |
| Admin fee / account holder | $6,387 | $8,984-28.9% | $7,231-11.7% | $11,403-44.0% |