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 | $73,558 | $127,264-42.2% | $109,895-33.1% | $167,490-56.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 4.77% | 22.97%-18.2pp | 29.45%-24.7pp | 478.56%-473.8pp |
| Employer contribution / active EE | $2,443 | $3,322-26.5% | $2,842-14.1% | $4,837-49.5% |
| Participant deferral / active EE | $4,914 | $4,514+8.9% | $4,048+21.4% | $6,341-22.5% |
| Admin fee / account holder | $7,462 | $7,114+4.9% | $6,066+23.0% | $12,309-39.4% |