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 | $123,224 | $99,652+23.7% | $78,778+56.4% | $147,584-16.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 4.43% | 47.28%-42.9pp | 35.62%-31.2pp | 578.55%-574.1pp |
| Employer contribution / active EE | $972 | $2,796-65.2% | $1,986-51.0% | $4,876-80.1% |
| Participant deferral / active EE | $1,061 | $3,664-71.0% | $2,958-64.1% | $5,439-80.5% |
| Admin fee / account holder | $4,090 | $7,155-42.8% | $5,134-20.3% | $10,885-62.4% |