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 | $44,332 | $106,584-58.4% | $101,326-56.2% | $142,382-68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.65% | 36.93%-27.3pp | 36.82%-27.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,406 | $3,956-13.9% | $3,665-7.1% | $4,299-20.8% |
| Participant deferral / active EE | $6,639 | $8,297-20.0% | $7,994-16.9% | $6,507+2.0% |
| Admin fee / account holder | $14,678 | $11,446+28.2% | $11,185+31.2% | $12,624+16.3% |