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 | $63,718 | $91,552-30.4% | $133,956-52.4% | $79,858-20.2% |
| Participation rate | 89.4% | 73.3%+16.0pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | 7.62% | 61.85%-54.2pp | 45.09%-37.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $6,183 | $2,384+159.4% | $3,919+57.8% | $2,471+150.2% |
| Participant deferral / active EE | $1,827 | $3,733-51.1% | $5,048-63.8% | $3,740-51.1% |
| Admin fee / account holder | $24,944 | $6,321+294.6% | $8,927+179.4% | $5,306+370.1% |