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 | $49,485 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 10.50% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $4,442 | $4,810-7.7% | $4,305+3.2% | $4,299+3.3% |
| Participant deferral / active EE | $6,360 | $6,272+1.4% | $5,540+14.8% | $6,507-2.3% |
| Admin fee / account holder | $27,532 | $16,786+64.0% | $14,329+92.1% | $12,624+118.1% |