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 | $74,108 | $78,672-5.8% | $109,143-32.1% | $85,850-13.7% |
| Participation rate | 94.9% | 68.3%+26.6pp | 75.9%+19.0pp | 69.3%+25.6pp |
| Annual return | 11.01% | 25.09%-14.1pp | 25.75%-14.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $7,661 | $2,735+180.1% | $3,722+105.8% | $2,565+198.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,740 | $5,469-49.9% | $6,752-59.4% | $6,260-56.2% |