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 | $72,183 | $159,901-54.9% | $146,958-50.9% | $145,922-50.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 9.55% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,513 | $5,286-33.6% | $4,933-28.8% | $4,660-24.6% |
| Participant deferral / active EE | $6,208 | $8,428-26.3% | $8,070-23.1% | $6,688-7.2% |
| Admin fee / account holder | $1,198 | $15,044-92.0% | $12,998-90.8% | $13,397-91.1% |