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 | $73,618 | $102,317-28.0% | $146,958-49.9% | $80,856-9.0% |
| Participation rate | 95.1% | 75.8%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 11.59% | 134.76%-123.2pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,447 | $3,713-7.2% | $4,933-30.1% | $2,755+25.1% |
| Participant deferral / active EE | $8,463 | $6,644+27.4% | $8,070+4.9% | $4,296+97.0% |
| Admin fee / account holder | $20,980 | $7,941+164.2% | $12,998+61.4% | $6,918+203.3% |