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 | $74,924 | $117,381-36.2% | $99,443-24.7% | $152,861-51.0% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.4%+9.2pp |
| Annual return | 4.48% | 31.87%-27.4pp | 30.72%-26.2pp | 345.32%-340.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,373 | $4,086-17.5% | $3,619-6.8% | $5,850-42.3% |
| Admin fee / account holder | $700 | $7,631-90.8% | $6,250-88.8% | $11,596-94.0% |