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 | $72,507 | $96,635-25.0% | $86,612-16.3% | $139,434-48.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 10.33% | 106.41%-96.1pp | 591.07%-580.7pp | 372.94%-362.6pp |
| Employer contribution / active EE | $660 | $3,263-79.8% | $3,022-78.1% | $4,751-86.1% |
| Participant deferral / active EE | $3,941 | $4,836-18.5% | $4,438-11.2% | $6,710-41.3% |
| Admin fee / account holder | $2,796 | $6,408-56.4% | $5,614-50.2% | $11,403-75.5% |