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 | $58,504 | $103,376-43.4% | $87,100-32.8% | $152,861-61.7% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 5.39% | 28.10%-22.7pp | 28.19%-22.8pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,632 | $3,220-18.3% | $2,521+4.4% | $4,762-44.7% |
| Participant deferral / active EE | $3,018 | $4,778-36.8% | $4,049-25.5% | $5,850-48.4% |
| Admin fee / account holder | $3,675 | $12,205-69.9% | $7,497-51.0% | $11,596-68.3% |