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 | $61,493 | $65,395-6.0% | $182,532-66.3% | $72,985-15.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 17.63% | 27.68%-10.1pp | 148.54%-130.9pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,363 | $1,911-28.7% | $4,076-66.6% | $2,440-44.2% |
| Participant deferral / active EE | $2,235 | $3,563-37.3% | $5,524-59.5% | $3,607-38.0% |
| Admin fee / account holder | $11,048 | $4,245+160.3% | $8,592+28.6% | $5,124+115.6% |