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 | $70,458 | $157,256-55.2% | $141,162-50.1% | $152,861-53.9% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 13.77% | 64.32%-50.6pp | 71.39%-57.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,019 | $5,261-80.6% | $4,735-78.5% | $4,762-78.6% |
| Participant deferral / active EE | $2,753 | $7,109-61.3% | $6,709-59.0% | $5,850-52.9% |
| Admin fee / account holder | $415 | $12,120-96.6% | $10,261-96.0% | $11,596-96.4% |