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 | $61,958 | $98,750-37.3% | $149,696-58.6% | $79,858-22.4% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 8.05% | 27.43%-19.4pp | 276.60%-268.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $890 | $3,216-72.3% | $4,644-80.8% | $2,471-64.0% |
| Participant deferral / active EE | $3,127 | $5,680-45.0% | $6,842-54.3% | $3,740-16.4% |
| Admin fee / account holder | $998 | $6,053-83.5% | $9,309-89.3% | $5,306-81.2% |