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 | $57,687 | $54,705+5.5% | $71,209-19.0% | $84,808-32.0% |
| Participation rate | 93.9% | 64.1%+29.9pp | 73.8%+20.2pp | 68.3%+25.6pp |
| Annual return | 7.78% | 35.90%-28.1pp | 282.51%-274.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $4,448 | $2,158+106.1% | $2,721+63.5% | $2,631+69.0% |
| Participant deferral / active EE | $2,208 | $3,030-27.1% | $4,175-47.1% | $4,212-47.6% |
| Admin fee / account holder | $3,848 | $4,863-20.9% | $5,349-28.1% | $7,344-47.6% |