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 | $58,334 | $102,317-43.0% | $146,958-60.3% | $80,856-27.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 4.67% | 134.76%-130.1pp | 418.34%-413.7pp | 35.59%-30.9pp |
| Employer contribution / active EE | $4,221 | $3,713+13.7% | $4,933-14.4% | $2,755+53.2% |
| Participant deferral / active EE | $3,561 | $6,644-46.4% | $8,070-55.9% | $4,296-17.1% |
| Admin fee / account holder | $7,294 | $7,941-8.2% | $12,998-43.9% | $6,918+5.4% |