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 | $71,248 | $176,056-59.5% | $159,436-55.3% | $167,490-57.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.76% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,618 | $5,297-69.5% | $4,829-66.5% | $4,837-66.6% |
| Participant deferral / active EE | $5,523 | $7,750-28.7% | $7,352-24.9% | $6,341-12.9% |
| Admin fee / account holder | $1,176 | $12,554-90.6% | $10,799-89.1% | $12,309-90.4% |