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 | $57,402 | $94,338-39.2% | $100,534-42.9% | $142,382-59.7% |
| Participation rate | 82.4% | 81.7%+0.6pp | 80.6%+1.7pp | 80.1%+2.2pp |
| Annual return | 5.63% | 29.20%-23.6pp | 32.66%-27.0pp | 217.08%-211.4pp |
| Employer contribution / active EE | $4,812 | $4,237+13.6% | $4,346+10.7% | $4,299+11.9% |
| Participant deferral / active EE | $1,464 | $5,934-75.3% | $6,144-76.2% | $6,507-77.5% |
| Admin fee / account holder | $42,073 | $8,421+399.6% | $7,654+449.7% | $12,624+233.3% |