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 | $68,772 | $118,849-42.1% | $96,562-28.8% | $167,490-58.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.00% | 50.49%-45.5pp | 37.78%-32.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $12,397 | $3,120+297.4% | $2,356+426.1% | $4,837+156.3% |
| Participant deferral / active EE | $4,727 | $4,616+2.4% | $3,849+22.8% | $6,341-25.5% |
| Admin fee / account holder | $3,318 | $8,065-58.9% | $6,181-46.3% | $12,309-73.0% |