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 | $61,879 | $114,381-45.9% | $107,525-42.5% | $142,382-56.5% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 7.08% | 242.71%-235.6pp | 181.32%-174.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,296 | $4,015-42.8% | $3,754-38.8% | $4,299-46.6% |
| Participant deferral / active EE | $4,863 | $5,564-12.6% | $5,116-4.9% | $6,507-25.3% |
| Admin fee / account holder | $28,843 | $9,860+192.5% | $8,919+223.4% | $12,624+128.5% |