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 | $58,287 | $175,202-66.7% | $149,673-61.1% | $139,434-58.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 3.31% | 166.71%-163.4pp | 134.42%-131.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $2,386 | $5,474-56.4% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $5,741 | $6,519-11.9% | $5,680+1.1% | $6,710-14.4% |
| Admin fee / account holder | $11,960 | $16,150-25.9% | $13,210-9.5% | $11,403+4.9% |