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 | $37,425 | $102,317-63.4% | $146,958-74.5% | $80,856-53.7% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 10.39% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,259 | $3,713-12.2% | $4,933-33.9% | $2,755+18.3% |
| Participant deferral / active EE | $3,646 | $6,644-45.1% | $8,070-54.8% | $4,296-15.1% |
| Admin fee / account holder | $4,845 | $7,941-39.0% | $12,998-62.7% | $6,918-30.0% |