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 | $73,709 | $62,573+17.8% | $85,682-14.0% | $85,850-14.1% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.9%+15.9pp | 69.3%+16.4pp |
| Annual return | 9.18% | 23.77%-14.6pp | 21.49%-12.3pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,097 | $1,757+19.3% | $2,618-19.9% | $2,565-18.3% |
| Participant deferral / active EE | $2,795 | $2,802-0.3% | $3,923-28.7% | $3,952-29.3% |
| Admin fee / account holder | $47,457 | $4,640+922.7% | $6,873+590.5% | $6,260+658.1% |