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 | $53,829 | $86,929-38.1% | $102,423-47.4% | $80,856-33.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.76% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,252 | $2,369-4.9% | $3,023-25.5% | $2,755-18.2% |
| Participant deferral / active EE | $4,841 | $4,118+17.5% | $5,053-4.2% | $4,296+12.7% |
| Admin fee / account holder | $26,073 | $8,049+223.9% | $9,451+175.9% | $6,918+276.9% |