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 | $45,522 | $102,317-55.5% | $146,958-69.0% | $80,856-43.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 7.31% | 134.76%-127.4pp | 418.34%-411.0pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,391 | $3,713-62.5% | $4,933-71.8% | $2,755-49.5% |
| Participant deferral / active EE | $4,645 | $6,644-30.1% | $8,070-42.4% | $4,296+8.1% |
| Admin fee / account holder | $12,497 | $7,941+57.4% | $12,998-3.9% | $6,918+80.6% |