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 | $68,992 | $94,625-27.1% | $116,228-40.6% | $84,808-18.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.11% | 20.40%-10.3pp | 90.06%-80.0pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,269 | $2,347+39.3% | $2,994+9.2% | $2,631+24.2% |
| Participant deferral / active EE | $5,195 | $3,972+30.8% | $4,953+4.9% | $4,212+23.3% |
| Admin fee / account holder | $29,190 | $10,091+189.3% | $11,989+143.5% | $7,344+297.5% |