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 | $62,880 | $89,753-29.9% | $107,525-41.5% | $84,808-25.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.76% | 29.48%-20.7pp | 181.32%-172.6pp | 40.90%-32.1pp |
| Employer contribution / active EE | $4,878 | $3,113+56.7% | $3,754+30.0% | $2,631+85.4% |
| Participant deferral / active EE | $3,962 | $4,056-2.3% | $5,116-22.5% | $4,212-5.9% |
| Admin fee / account holder | $5,931 | $7,222-17.9% | $8,919-33.5% | $7,344-19.2% |