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 | $75,045 | $104,974-28.5% | $95,585-21.5% | $142,382-47.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 4.83% | 210.33%-205.5pp | 38.56%-33.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $630 | $2,779-77.3% | $2,527-75.0% | $4,299-85.3% |
| Participant deferral / active EE | $2,522 | $4,352-42.1% | $4,023-37.3% | $6,507-61.2% |
| Admin fee / account holder | $1,571 | $6,386-75.4% | $6,127-74.4% | $12,624-87.6% |