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 | $76,961 | $89,753-14.3% | $107,525-28.4% | $84,808-9.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.72% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,215 | $3,113-61.0% | $3,754-67.6% | $2,631-53.8% |
| Participant deferral / active EE | $4,893 | $4,056+20.6% | $5,116-4.4% | $4,212+16.2% |
| Admin fee / account holder | $8,636 | $7,222+19.6% | $8,919-3.2% | $7,344+17.6% |