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 | $58,722 | $124,281-52.8% | $109,143-46.2% | $167,490-64.9% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 6.54% | 26.04%-19.5pp | 25.75%-19.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $923 | $4,207-78.1% | $3,722-75.2% | $4,837-80.9% |
| Participant deferral / active EE | $4,166 | $5,255-20.7% | $4,653-10.5% | $6,341-34.3% |
| Admin fee / account holder | $311 | $7,970-96.1% | $6,752-95.4% | $12,309-97.5% |