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 | $70,672 | $159,901-55.8% | $146,958-51.9% | $145,922-51.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 7.95% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,721 | $5,286-67.4% | $4,933-65.1% | $4,660-63.1% |
| Participant deferral / active EE | $4,566 | $8,428-45.8% | $8,070-43.4% | $6,688-31.7% |
| Admin fee / account holder | $540 | $15,044-96.4% | $12,998-95.8% | $13,397-96.0% |