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 | $32,050 | $102,317-68.7% | $146,958-78.2% | $80,856-60.4% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 11.09% | 134.76%-123.7pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,063 | $3,713-44.4% | $4,933-58.2% | $2,755-25.1% |
| Participant deferral / active EE | $4,236 | $6,644-36.2% | $8,070-47.5% | $4,296-1.4% |
| Admin fee / account holder | $2,229 | $7,941-71.9% | $12,998-82.8% | $6,918-67.8% |