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 | $63,749 | $111,754-43.0% | $103,333-38.3% | $145,922-56.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 4.81% | 24.77%-20.0pp | 24.88%-20.1pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,721 | $4,212-59.2% | $3,868-55.5% | $4,660-63.1% |
| Participant deferral / active EE | $3,721 | $5,619-33.8% | $5,057-26.4% | $6,688-44.4% |
| Admin fee / account holder | $3,349 | $9,750-65.7% | $8,355-59.9% | $13,397-75.0% |