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 | $96,404 | $58,828+63.9% | $77,999+23.6% | $62,891+53.3% |
| Participation rate | 71.4% | 71.1%+0.4pp | 75.5%-4.1pp | 69.3%+2.1pp |
| Annual return | 2.16% | 17.16%-15.0pp | 425.96%-423.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,914 | $2,686+8.5% | $3,497-16.7% | $3,203-9.0% |
| Admin fee / account holder | $40,390 | $4,393+819.4% | $5,480+637.0% | $4,296+840.3% |