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 | $64,637 | $49,227+31.3% | $70,449-8.2% | $79,858-19.1% |
| Participation rate | 82.1% | 69.2%+13.0pp | 75.1%+7.1pp | 69.6%+12.5pp |
| Annual return | 5.37% | 30.06%-24.7pp | 109.03%-103.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $4,206 | $2,099+100.4% | $2,737+53.7% | $2,471+70.2% |
| Participant deferral / active EE | $1,794 | $2,768-35.2% | $3,709-51.6% | $3,740-52.0% |
| Admin fee / account holder | $17,242 | $2,878+499.1% | $3,845+348.4% | $5,306+224.9% |