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 | $72,112 | $60,022+20.1% | $88,946-18.9% | $84,808-15.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.58% | 22.43%-9.9pp | 57.82%-45.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,838 | $1,703+66.7% | $2,555+11.1% | $2,631+7.9% |
| Participant deferral / active EE | $4,147 | $3,114+33.2% | $4,581-9.5% | $4,212-1.5% |
| Admin fee / account holder | $542 | $4,811-88.7% | $8,261-93.4% | $7,344-92.6% |