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 | $64,106 | $71,829-10.8% | $69,780-8.1% | $142,382-55.0% |
| Participation rate | 72.2% | 81.6%-9.3pp | 79.3%-7.1pp | 80.1%-7.9pp |
| Annual return | 10.59% | 31.01%-20.4pp | 26.31%-15.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,852 | $4,385-57.8% | $4,168-55.6% | $4,299-56.9% |
| Participant deferral / active EE | $2,341 | $6,819-65.7% | $6,164-62.0% | $6,507-64.0% |
| Admin fee / account holder | $17,140 | $7,818+119.2% | $7,285+135.3% | $12,624+35.8% |