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 | $77,071 | $85,202-9.5% | $172,739-55.4% | $72,985+5.6% |
| Participation rate | 90.5% | 70.1%+20.4pp | 82.6%+7.8pp | 69.5%+21.0pp |
| Annual return | 5.06% | 27.32%-22.3pp | 802.84%-797.8pp | 81.00%-75.9pp |
| Employer contribution / active EE | $2,170 | $3,324-34.7% | $5,143-57.8% | $2,440-11.1% |
| Participant deferral / active EE | $2,947 | $3,260-9.6% | $5,198-43.3% | $3,607-18.3% |
| Admin fee / account holder | $8,023 | $5,884+36.3% | $13,954-42.5% | $5,124+56.6% |