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 | $61,930 | $54,705+13.2% | $71,209-13.0% | $84,808-27.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 8.16% | 35.90%-27.7pp | 282.51%-274.4pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,832 | $2,158-15.1% | $2,721-32.7% | $2,631-30.4% |
| Participant deferral / active EE | $2,117 | $3,030-30.1% | $4,175-49.3% | $4,212-49.7% |
| Admin fee / account holder | $7,151 | $4,863+47.0% | $5,349+33.7% | $7,344-2.6% |