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 | $73,314 | $106,515-31.2% | $96,683-24.2% | $139,434-47.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 6.95% | 38.43%-31.5pp | 35.69%-28.7pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,915 | $4,103-29.0% | $3,737-22.0% | $4,751-38.6% |
| Participant deferral / active EE | $9,414 | $5,454+72.6% | $4,878+93.0% | $6,710+40.3% |
| Admin fee / account holder | $28,266 | $7,877+258.8% | $6,730+320.0% | $11,403+147.9% |