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 | $66,244 | $117,983-43.9% | $101,794-34.9% | $142,382-53.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 5.13% | 36.92%-31.8pp | 30.53%-25.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,216 | $2,773-20.1% | $2,289-3.2% | $4,299-48.4% |
| Participant deferral / active EE | $4,214 | $4,714-10.6% | $4,084+3.2% | $6,507-35.2% |
| Admin fee / account holder | $107,863 | $10,433+933.8% | $8,777+1128.9% | $12,624+754.4% |