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 | $57,995 | $165,335-64.9% | $149,696-61.3% | $158,922-63.5% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 5.30% | 348.15%-342.8pp | 276.60%-271.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,575 | $5,103-49.5% | $4,644-44.6% | $4,761-45.9% |
| Participant deferral / active EE | $6,821 | $7,181-5.0% | $6,842-0.3% | $5,982+14.0% |
| Admin fee / account holder | $45,842 | $10,807+324.2% | $9,309+392.5% | $11,246+307.6% |