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 | $61,610 | $66,402-7.2% | $109,895-43.9% | $85,850-28.2% |
| Participation rate | 92.0% | 63.9%+28.1pp | 74.2%+17.8pp | 69.3%+22.7pp |
| Annual return | 4.39% | 19.59%-15.2pp | 29.45%-25.1pp | 318.53%-314.1pp |
| Employer contribution / active EE | $4,078 | $1,687+141.7% | $2,842+43.5% | $2,565+59.0% |
| Participant deferral / active EE | $1,283 | $2,842-54.9% | $4,048-68.3% | $3,952-67.5% |
| Admin fee / account holder | $25,867 | $4,557+467.6% | $6,066+326.5% | $6,260+313.2% |