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 | $71,216 | $183,519-61.2% | $155,509-54.2% | $145,922-51.2% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 6.75% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.5pp |
| Employer contribution / active EE | $4,848 | $5,313-8.7% | $4,672+3.8% | $4,660+4.0% |
| Participant deferral / active EE | $3,910 | $6,462-39.5% | $5,626-30.5% | $6,688-41.5% |
| Admin fee / account holder | $528 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |