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 | $68,214 | $183,963-62.9% | $162,163-57.9% | $152,861-55.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 12.35% | 150.76%-138.4pp | 115.59%-103.2pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,825 | $6,371-71.4% | $5,614-67.5% | $4,762-61.7% |
| Participant deferral / active EE | $3,223 | $8,034-59.9% | $7,298-55.8% | $5,850-44.9% |
| Admin fee / account holder | $2,953 | $13,121-77.5% | $10,843-72.8% | $11,596-74.5% |