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 | $61,776 | $95,416-35.3% | $185,823-66.8% | $85,850-28.0% |
| Participation rate | 86.7% | 68.8%+17.9pp | 81.7%+5.0pp | 69.3%+17.4pp |
| Annual return | 8.74% | 23.59%-14.8pp | 122.05%-113.3pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,947 | $3,314-41.3% | $5,167-62.3% | $2,565-24.1% |
| Participant deferral / active EE | $4,102 | $3,423+19.8% | $5,568-26.3% | $3,952+3.8% |
| Admin fee / account holder | $10,298 | $7,213+42.8% | $16,237-36.6% | $6,260+64.5% |