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 | $68,315 | $83,477-18.2% | $125,175-45.4% | $72,985-6.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 14.70% | 25.78%-11.1pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,069 | $2,345-11.8% | $3,865-46.5% | $2,440-15.2% |
| Participant deferral / active EE | $5,484 | $3,585+52.9% | $4,937+11.1% | $3,607+52.0% |
| Admin fee / account holder | $1,791 | $5,517-67.5% | $9,702-81.5% | $5,124-65.1% |