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 | $82,638 | $59,101+39.8% | $77,163+7.1% | $75,163+9.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 8.99% | 26.71%-17.7pp | 37.87%-28.9pp | 160.62%-151.6pp |
| Employer contribution / active EE | $4,599 | $1,995+130.5% | $2,535+81.4% | $2,670+72.3% |
| Participant deferral / active EE | $2,714 | $2,999-9.5% | $3,833-29.2% | $4,125-34.2% |
| Admin fee / account holder | $5,332 | $4,774+11.7% | $5,472-2.6% | $5,651-5.6% |