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 | $75,140 | $78,422-4.2% | $95,952-21.7% | $79,858-5.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.14% | 19.37%-16.2pp | 91.61%-88.5pp | 31.71%-28.6pp |
| Employer contribution / active EE | $3,527 | $1,945+81.3% | $2,541+38.8% | $2,471+42.7% |
| Participant deferral / active EE | $1,994 | $3,440-42.0% | $4,167-52.2% | $3,740-46.7% |
| Admin fee / account holder | $1,592 | $5,622-71.7% | $6,795-76.6% | $5,306-70.0% |