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 | $66,043 | $74,888-11.8% | $71,209-7.3% | $142,382-53.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 8.60% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,470 | $2,854+21.6% | $2,721+27.5% | $4,299-19.3% |
| Participant deferral / active EE | $5,223 | $4,454+17.3% | $4,175+25.1% | $6,507-19.7% |
| Admin fee / account holder | $4,243 | $5,568-23.8% | $5,349-20.7% | $12,624-66.4% |