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 | $50,730 | $106,515-52.4% | $96,683-47.5% | $139,434-63.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 4.77% | 38.43%-33.7pp | 35.69%-30.9pp | 372.94%-368.2pp |
| Employer contribution / active EE | $2,134 | $4,103-48.0% | $3,737-42.9% | $4,751-55.1% |
| Participant deferral / active EE | $5,634 | $5,454+3.3% | $4,878+15.5% | $6,710-16.0% |
| Admin fee / account holder | $79,833 | $7,877+913.5% | $6,730+1086.3% | $11,403+600.1% |