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 | $45,739 | $177,572-74.2% | $154,803-70.5% | $142,382-67.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 9.97% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $4,283 | $4,810-11.0% | $4,305-0.5% | $4,299-0.4% |
| Participant deferral / active EE | $6,347 | $6,272+1.2% | $5,540+14.6% | $6,507-2.5% |
| Admin fee / account holder | $9,237 | $16,786-45.0% | $14,329-35.5% | $12,624-26.8% |