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 | $69,986 | $165,335-57.7% | $149,696-53.2% | $158,922-56.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.70% | 348.15%-342.4pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,637 | $5,103-67.9% | $4,644-64.8% | $4,761-65.6% |
| Participant deferral / active EE | $7,350 | $7,181+2.3% | $6,842+7.4% | $5,982+22.9% |
| Admin fee / account holder | $16,619 | $10,807+53.8% | $9,309+78.5% | $11,246+47.8% |