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 | $55,449 | $102,317-45.8% | $146,958-62.3% | $80,856-31.4% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 11.57% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,164 | $3,713-68.7% | $4,933-76.4% | $2,755-57.8% |
| Participant deferral / active EE | $2,871 | $6,644-56.8% | $8,070-64.4% | $4,296-33.2% |
| Admin fee / account holder | $3,539 | $7,941-55.4% | $12,998-72.8% | $6,918-48.8% |