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 | $75,030 | $81,208-7.6% | $98,907-24.1% | $79,858-6.0% |
| Participation rate | 85.0% | 72.5%+12.5pp | 76.0%+9.0pp | 69.6%+15.4pp |
| Annual return | 8.48% | 60.99%-52.5pp | 196.43%-188.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,221 | $3,265-1.3% | $4,244-24.1% | $3,740-13.9% |
| Admin fee / account holder | $24,057 | $6,013+300.1% | $6,642+262.2% | $5,306+353.4% |