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 | $59,799 | $46,553+28.5% | $64,056-6.6% | $75,163-20.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.80% | 26.03%-17.2pp | 33.69%-24.9pp | 160.62%-151.8pp |
| Employer contribution / active EE | $5,182 | $1,974+162.5% | $2,747+88.7% | $2,670+94.1% |
| Participant deferral / active EE | $3,003 | $2,837+5.9% | $3,880-22.6% | $4,125-27.2% |
| Admin fee / account holder | $10,186 | $2,952+245.0% | $3,068+232.0% | $5,651+80.2% |