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 | $65,607 | $117,841-44.3% | $102,423-35.9% | $145,922-55.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 4.25% | 31.65%-27.4pp | 29.32%-25.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,306 | $3,615-63.9% | $3,023-56.8% | $4,660-72.0% |
| Participant deferral / active EE | $2,299 | $5,731-59.9% | $5,053-54.5% | $6,688-65.6% |
| Admin fee / account holder | $2,352 | $13,326-82.4% | $9,451-75.1% | $13,397-82.4% |