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 | $70,808 | $102,317-30.8% | $146,958-51.8% | $80,856-12.4% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 9.23% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,479 | $3,713-33.2% | $4,933-49.8% | $2,755-10.0% |
| Participant deferral / active EE | $7,022 | $6,644+5.7% | $8,070-13.0% | $4,296+63.5% |
| Admin fee / account holder | $22,675 | $7,941+185.5% | $12,998+74.4% | $6,918+227.8% |