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 | $67,671 | $149,734-54.8% | $118,925-43.1% | $158,922-57.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.20% | 19.95%-19.7pp | 35.88%-35.7pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,405 | $4,115-41.6% | $3,263-26.3% | $4,761-49.5% |
| Participant deferral / active EE | $3,886 | $5,223-25.6% | $4,265-8.9% | $5,982-35.0% |
| Admin fee / account holder | $34,618 | $8,603+302.4% | $6,581+426.1% | $11,246+207.8% |