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 | $77,519 | $104,251-25.6% | $91,001-14.8% | $147,584-47.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 7.26% | 27.06%-19.8pp | 4.60%+2.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $769 | $3,116-75.3% | $2,456-68.7% | $4,876-84.2% |
| Participant deferral / active EE | $2,604 | $4,195-37.9% | $3,547-26.6% | $5,439-52.1% |
| Admin fee / account holder | $24,744 | $8,948+176.5% | $5,417+356.8% | $10,885+127.3% |