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 | $64,452 | $95,266-32.3% | $82,389-21.8% | $142,382-54.7% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.5%+25.7pp | 80.1%+15.1pp |
| Annual return | 8.77% | 25.74%-17.0pp | 28.67%-19.9pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,879 | $2,991-3.7% | $2,517+14.4% | $4,299-33.0% |
| Participant deferral / active EE | $5,583 | $4,809+16.1% | $4,155+34.4% | $6,507-14.2% |
| Admin fee / account holder | $37,559 | $8,563+338.6% | $7,231+419.4% | $12,624+197.5% |