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 | $41,601 | $127,777-67.4% | $106,548-61.0% | $167,490-75.2% |
| Participation rate | 92.9% | 78.3%+14.6pp | 76.1%+16.7pp | 82.1%+10.8pp |
| Annual return | 7.72% | 33.87%-26.2pp | 26.80%-19.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $751 | $3,427-78.1% | $2,819-73.4% | $4,837-84.5% |
| Participant deferral / active EE | $4,187 | $5,087-17.7% | $4,398-4.8% | $6,341-34.0% |
| Admin fee / account holder | $68,021 | $11,228+505.8% | $7,407+818.3% | $12,309+452.6% |