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 | $85,473 | $127,065-32.7% | $113,168-24.5% | $142,382-40.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 7.59% | 24.03%-16.4pp | 24.27%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,315 | $3,442-32.7% | $2,975-22.2% | $4,299-46.2% |
| Participant deferral / active EE | $7,129 | $5,716+24.7% | $5,107+39.6% | $6,507+9.6% |
| Admin fee / account holder | $43,495 | $15,736+176.4% | $12,068+260.4% | $12,624+244.6% |