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 | $78,846 | $95,416-17.4% | $185,823-57.6% | $85,850-8.2% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 5.01% | 23.59%-18.6pp | 122.05%-117.0pp | 318.53%-313.5pp |
| Employer contribution / active EE | $688 | $3,314-79.3% | $5,167-86.7% | $2,565-73.2% |
| Participant deferral / active EE | $2,322 | $3,423-32.2% | $5,568-58.3% | $3,952-41.2% |
| Admin fee / account holder | $1,405 | $7,213-80.5% | $16,237-91.3% | $6,260-77.6% |