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 3-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 | $75,025 | $102,317-26.7% | $146,958-48.9% | $80,856-7.2% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 6.66% | 134.76%-128.1pp | 418.34%-411.7pp | 35.59%-28.9pp |
| Employer contribution / active EE | $2,954 | $3,713-20.4% | $4,933-40.1% | $2,755+7.2% |
| Participant deferral / active EE | $2,972 | $6,644-55.3% | $8,070-63.2% | $4,296-30.8% |
| Admin fee / account holder | $17,169 | $7,941+116.2% | $12,998+32.1% | $6,918+148.2% |