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 | $69,949 | $102,317-31.6% | $146,958-52.4% | $80,856-13.5% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 11.42% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,397 | $3,713-8.5% | $4,933-31.1% | $2,755+23.3% |
| Participant deferral / active EE | $9,442 | $6,644+42.1% | $8,070+17.0% | $4,296+119.8% |
| Admin fee / account holder | $34,226 | $7,941+331.0% | $12,998+163.3% | $6,918+394.7% |