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 | $61,904 | $69,515-10.9% | $86,874-28.7% | $85,850-27.9% |
| Participation rate | 98.6% | 66.3%+32.2pp | 71.6%+26.9pp | 69.3%+29.2pp |
| Annual return | 9.99% | 20.12%-10.1pp | 63.52%-53.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $3,192 | $1,880+69.8% | $2,495+27.9% | $2,565+24.4% |
| Participant deferral / active EE | $2,163 | $2,919-25.9% | $3,699-41.5% | $3,952-45.3% |
| Admin fee / account holder | $5,275 | $5,972-11.7% | $5,828-9.5% | $6,260-15.7% |