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 | $53,439 | $89,355-40.2% | $141,162-62.1% | $72,985-26.8% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 14.24% | 111.85%-97.6pp | 71.39%-57.1pp | 81.00%-66.8pp |
| Employer contribution / active EE | $3,465 | $3,114+11.3% | $4,735-26.8% | $2,440+42.0% |
| Participant deferral / active EE | $6,752 | $5,418+24.6% | $6,709+0.6% | $3,607+87.2% |
| Admin fee / account holder | $27,200 | $5,958+356.5% | $10,261+165.1% | $5,124+430.8% |