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 | $74,021 | $177,572-58.3% | $154,803-52.2% | $142,382-48.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 8.37% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,069 | $4,810-57.0% | $4,305-51.9% | $4,299-51.9% |
| Participant deferral / active EE | $5,097 | $6,272-18.7% | $5,540-8.0% | $6,507-21.7% |
| Admin fee / account holder | $210,522 | $16,786+1154.2% | $14,329+1369.2% | $12,624+1567.7% |