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 | $59,315 | $78,422-24.4% | $95,952-38.2% | $79,858-25.7% |
| Participation rate | 73.5% | 73.5%0pp | 77.1%-3.5pp | 69.6%+3.9pp |
| Annual return | 2.70% | 19.37%-16.7pp | 91.61%-88.9pp | 31.71%-29.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,558 | $3,440-25.6% | $4,167-38.6% | $3,740-31.6% |
| Admin fee / account holder | $1,179 | $5,622-79.0% | $6,795-82.6% | $5,306-77.8% |