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 | $64,435 | $118,680-45.7% | $98,907-34.9% | $158,922-59.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.7pp |
| Annual return | 1.87% | 372.35%-370.5pp | 196.43%-194.6pp | 302.83%-301.0pp |
| Employer contribution / active EE | $2,406 | $3,333-27.8% | $2,689-10.5% | $4,761-49.5% |
| Participant deferral / active EE | $4,082 | $5,088-19.8% | $4,244-3.8% | $5,982-31.8% |
| Admin fee / account holder | $3,550 | $10,131-65.0% | $6,642-46.6% | $11,246-68.4% |