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 | $67,867 | $94,625-28.3% | $116,228-41.6% | $84,808-20.0% |
| Participation rate | 84.0% | 70.4%+13.6pp | 74.6%+9.5pp | 68.3%+15.7pp |
| Annual return | 4.01% | 20.40%-16.4pp | 90.06%-86.0pp | 40.90%-36.9pp |
| Employer contribution / active EE | $6,773 | $2,347+188.6% | $2,994+126.2% | $2,631+157.4% |
| Participant deferral / active EE | $3,195 | $3,972-19.6% | $4,953-35.5% | $4,212-24.1% |
| Admin fee / account holder | $11,520 | $10,091+14.2% | $11,989-3.9% | $7,344+56.9% |