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 | $72,738 | $159,602-54.4% | $150,045-51.5% | $142,382-48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.41% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,718 | $4,961-65.4% | $4,693-63.4% | $4,299-60.0% |
| Participant deferral / active EE | $3,436 | $8,310-58.7% | $7,997-57.0% | $6,507-47.2% |
| Admin fee / account holder | $8,357 | $14,846-43.7% | $13,435-37.8% | $12,624-33.8% |