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 | $35,127 | $201,272-82.5% | $184,203-80.9% | $145,922-75.9% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 4.35% | 29.00%-24.7pp | 28.81%-24.5pp | 561.29%-556.9pp |
| Employer contribution / active EE | $3,084 | $7,022-56.1% | $6,427-52.0% | $4,660-33.8% |
| Participant deferral / active EE | $3,517 | $9,806-64.1% | $9,131-61.5% | $6,688-47.4% |
| Admin fee / account holder | $1,716 | $16,364-89.5% | $13,901-87.7% | $13,397-87.2% |