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 | $78,713 | $86,929-9.5% | $102,423-23.1% | $80,856-2.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.04% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,234 | $2,369-47.9% | $3,023-59.2% | $2,755-55.2% |
| Participant deferral / active EE | $7,765 | $4,118+88.5% | $5,053+53.7% | $4,296+80.8% |
| Admin fee / account holder | $6,052 | $8,049-24.8% | $9,451-36.0% | $6,918-12.5% |