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 | $68,686 | $72,492-5.2% | $87,100-21.1% | $72,985-5.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.66% | 24.46%-9.8pp | 28.19%-13.5pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,536 | $1,894-18.9% | $2,521-39.1% | $2,440-37.0% |
| Participant deferral / active EE | $2,154 | $3,270-34.1% | $4,049-46.8% | $3,607-40.3% |
| Admin fee / account holder | $11,894 | $5,055+135.3% | $7,497+58.7% | $5,124+132.1% |