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 | $66,917 | $54,541+22.7% | $78,778-15.1% | $70,131-4.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.62% | 21.07%-9.5pp | 35.62%-24.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,337 | $1,089+22.9% | $1,986-32.7% | $2,342-42.9% |
| Participant deferral / active EE | $2,712 | $2,210+22.7% | $2,958-8.3% | $3,332-18.6% |
| Admin fee / account holder | $856 | $3,709-76.9% | $5,134-83.3% | $4,645-81.6% |