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 | $69,384 | $95,266-27.2% | $82,389-15.8% | $142,382-51.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.32% | 25.74%-16.4pp | 28.67%-19.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,671 | $2,991-10.7% | $2,517+6.1% | $4,299-37.9% |
| Participant deferral / active EE | $3,973 | $4,809-17.4% | $4,155-4.4% | $6,507-38.9% |
| Admin fee / account holder | $14,360 | $8,563+67.7% | $7,231+98.6% | $12,624+13.8% |