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 | $75,068 | $98,750-24.0% | $149,696-49.9% | $79,858-6.0% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 11.84% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,219 | $3,216-62.1% | $4,644-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $5,017 | $5,680-11.7% | $6,842-26.7% | $3,740+34.1% |
| Admin fee / account holder | $11,772 | $6,053+94.5% | $9,309+26.5% | $5,306+121.9% |