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 | $69,451 | $85,766-19.0% | $136,294-49.0% | $70,131-1.0% |
| Participation rate | 90.6% | 74.2%+16.4pp | 81.9%+8.6pp | 69.5%+21.0pp |
| Annual return | 10.06% | 31.45%-21.4pp | 5155.94%-5145.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,269 | $2,966-57.2% | $4,695-73.0% | $2,342-45.8% |
| Participant deferral / active EE | $3,931 | $5,051-22.2% | $6,247-37.1% | $3,332+18.0% |
| Admin fee / account holder | $42,467 | $5,420+683.5% | $9,243+359.4% | $4,645+814.2% |