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 | $71,725 | $48,795+47.0% | $65,493+9.5% | $84,808-15.4% |
| Participation rate | 73.1% | 67.0%+6.1pp | 73.1%0pp | 68.3%+4.8pp |
| Annual return | 8.89% | 20.20%-11.3pp | 982.45%-973.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $4,179 | $1,930+116.6% | $2,574+62.4% | $2,631+58.8% |
| Participant deferral / active EE | $1,887 | $2,928-35.6% | $3,961-52.4% | $4,212-55.2% |
| Admin fee / account holder | $18,758 | $3,877+383.8% | $5,028+273.1% | $7,344+155.4% |