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 | $68,804 | $144,119-52.3% | $117,854-41.6% | $147,584-53.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 5.22% | 531.15%-525.9pp | 335.08%-329.9pp | 578.55%-573.3pp |
| Employer contribution / active EE | $893 | $4,896-81.8% | $3,786-76.4% | $4,876-81.7% |
| Participant deferral / active EE | $1,878 | $5,316-64.7% | $4,482-58.1% | $5,439-65.5% |
| Admin fee / account holder | $119,313 | $10,886+996.0% | $8,020+1387.7% | $10,885+996.1% |