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 | $68,326 | $127,777-46.5% | $106,548-35.9% | $167,490-59.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.24% | 33.87%-26.6pp | 26.80%-19.6pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,104 | $3,427-67.8% | $2,819-60.8% | $4,837-77.2% |
| Participant deferral / active EE | $2,501 | $5,087-50.8% | $4,398-43.1% | $6,341-60.6% |
| Admin fee / account holder | $4,509 | $11,228-59.8% | $7,407-39.1% | $12,309-63.4% |