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 | $58,868 | $201,272-70.8% | $184,203-68.0% | $145,922-59.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.76% | 29.00%-23.2pp | 28.81%-23.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $3,480 | $7,022-50.4% | $6,427-45.9% | $4,660-25.3% |
| Participant deferral / active EE | $9,332 | $9,806-4.8% | $9,131+2.2% | $6,688+39.5% |
| Admin fee / account holder | $5,473 | $16,364-66.6% | $13,901-60.6% | $13,397-59.1% |