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 | $73,182 | $93,571-21.8% | $135,903-46.2% | $75,163-2.6% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 11.90% | 30.90%-19.0pp | 68.23%-56.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,829 | $3,537-20.0% | $4,856-41.7% | $2,670+6.0% |
| Participant deferral / active EE | $5,256 | $6,404-17.9% | $7,758-32.2% | $4,125+27.4% |
| Admin fee / account holder | $24,560 | $6,975+252.1% | $10,762+128.2% | $5,651+334.6% |