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 | $71,344 | $78,422-9.0% | $95,952-25.6% | $79,858-10.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.54% | 19.37%-9.8pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,706 | $1,945-12.3% | $2,541-32.9% | $2,471-31.0% |
| Participant deferral / active EE | $2,726 | $3,440-20.7% | $4,167-34.6% | $3,740-27.1% |
| Admin fee / account holder | $8,762 | $5,622+55.8% | $6,795+28.9% | $5,306+65.1% |