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 | $69,430 | $77,899-10.9% | $149,673-53.6% | $75,163-7.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.66% | 31.72%-23.1pp | 134.42%-125.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $4,747 | $3,137+51.3% | $4,818-1.5% | $2,670+77.8% |
| Participant deferral / active EE | $4,153 | $3,411+21.8% | $5,680-26.9% | $4,125+0.7% |
| Admin fee / account holder | $627 | $5,956-89.5% | $13,210-95.3% | $5,651-88.9% |