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 | $69,218 | $60,022+15.3% | $88,946-22.2% | $84,808-18.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.27% | 22.43%-10.2pp | 57.82%-45.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,549 | $1,703+108.4% | $2,555+38.9% | $2,631+34.9% |
| Participant deferral / active EE | $5,528 | $3,114+77.5% | $4,581+20.7% | $4,212+31.2% |
| Admin fee / account holder | $1,337 | $4,811-72.2% | $8,261-83.8% | $7,344-81.8% |