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 | $65,892 | $77,899-15.4% | $149,673-56.0% | $75,163-12.3% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 9.55% | 31.72%-22.2pp | 134.42%-124.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $720 | $3,137-77.0% | $4,818-85.1% | $2,670-73.0% |
| Participant deferral / active EE | $2,258 | $3,411-33.8% | $5,680-60.2% | $4,125-45.3% |
| Admin fee / account holder | $1,113 | $5,956-81.3% | $13,210-91.6% | $5,651-80.3% |