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 | $77,002 | $46,553+65.4% | $64,056+20.2% | $75,163+2.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.29% | 26.03%-15.7pp | 33.69%-23.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,786 | $1,974-9.5% | $2,747-35.0% | $2,670-33.1% |
| Participant deferral / active EE | $3,195 | $2,837+12.6% | $3,880-17.7% | $4,125-22.6% |
| Admin fee / account holder | $1,200 | $2,952-59.3% | $3,068-60.9% | $5,651-78.8% |