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 | $66,760 | $106,515-37.3% | $96,683-30.9% | $139,434-52.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 4.41% | 38.43%-34.0pp | 35.69%-31.3pp | 372.94%-368.5pp |
| Employer contribution / active EE | $2,148 | $4,103-47.7% | $3,737-42.5% | $4,751-54.8% |
| Participant deferral / active EE | $5,898 | $5,454+8.1% | $4,878+20.9% | $6,710-12.1% |
| Admin fee / account holder | $42,882 | $7,877+444.4% | $6,730+537.2% | $11,403+276.1% |