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 | $70,042 | $89,753-22.0% | $107,525-34.9% | $84,808-17.4% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 9.84% | 29.48%-19.6pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,062 | $3,113-33.8% | $3,754-45.1% | $2,631-21.6% |
| Participant deferral / active EE | $4,360 | $4,056+7.5% | $5,116-14.8% | $4,212+3.5% |
| Admin fee / account holder | $20,543 | $7,222+184.5% | $8,919+130.3% | $7,344+179.7% |