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 | $65,098 | $176,812-63.2% | $146,665-55.6% | $167,490-61.1% |
| Participation rate | 78.3% | 83.6%-5.4pp | 80.1%-1.8pp | 82.1%-3.8pp |
| Annual return | 8.54% | 24.03%-15.5pp | 22.74%-14.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,567 | $6,440-60.1% | $5,506-53.4% | $6,341-59.5% |
| Admin fee / account holder | $3,302 | $13,259-75.1% | $10,280-67.9% | $12,309-73.2% |