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 | $74,353 | $90,503-17.8% | $78,689-5.5% | $273,961-72.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 2.08% | 75.60%-73.5pp | 62.18%-60.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,353 | $3,176-57.4% | $2,851-52.6% | $4,869-72.2% |
| Participant deferral / active EE | $3,022 | $3,901-22.5% | $3,517-14.1% | $5,287-42.8% |
| Admin fee / account holder | $25,749 | $5,263+389.2% | $4,510+470.9% | $10,132+154.1% |