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 | $73,352 | $115,770-36.6% | $101,248-27.6% | $158,922-53.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 6.12% | 56.14%-50.0pp | 46.47%-40.4pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,217 | $4,175-46.9% | $3,660-39.4% | $4,761-53.4% |
| Participant deferral / active EE | $4,909 | $4,957-1.0% | $4,370+12.3% | $5,982-17.9% |
| Admin fee / account holder | $2,418 | $7,245-66.6% | $5,945-59.3% | $11,246-78.5% |