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 5-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 | $73,671 | $46,553+58.3% | $64,056+15.0% | $75,163-2.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.99% | 26.03%-15.0pp | 33.69%-22.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,805 | $1,974+92.8% | $2,747+38.5% | $2,670+42.5% |
| Participant deferral / active EE | $3,345 | $2,837+17.9% | $3,880-13.8% | $4,125-18.9% |
| Admin fee / account holder | $10,724 | $2,952+263.3% | $3,068+249.5% | $5,651+89.8% |