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 | $61,381 | $78,926-22.2% | $136,749-55.1% | $84,808-27.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 5.39% | 18.17%-12.8pp | 24.33%-18.9pp | 40.90%-35.5pp |
| Employer contribution / active EE | $3,576 | $2,134+67.6% | $3,400+5.2% | $2,631+35.9% |
| Participant deferral / active EE | $2,474 | $3,168-21.9% | $4,692-47.3% | $4,212-41.3% |
| Admin fee / account holder | $15,492 | $6,369+143.2% | $11,386+36.1% | $7,344+111.0% |