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 | $28,092 | $106,584-73.6% | $101,326-72.3% | $142,382-80.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 12.37% | 36.93%-24.6pp | 36.82%-24.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,727 | $3,956+19.5% | $3,665+29.0% | $4,299+10.0% |
| Participant deferral / active EE | $6,112 | $8,297-26.3% | $7,994-23.5% | $6,507-6.1% |
| Admin fee / account holder | $5,725 | $11,446-50.0% | $11,185-48.8% | $12,624-54.6% |