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 | $65,796 | $117,841-44.2% | $102,423-35.8% | $145,922-54.9% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 8.37% | 31.65%-23.3pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,848 | $3,615-21.2% | $3,023-5.8% | $4,660-38.9% |
| Participant deferral / active EE | $3,946 | $5,731-31.1% | $5,053-21.9% | $6,688-41.0% |
| Admin fee / account holder | $2,045 | $13,326-84.7% | $9,451-78.4% | $13,397-84.7% |