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 | $64,643 | $78,672-17.8% | $109,143-40.8% | $85,850-24.7% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 6.62% | 25.09%-18.5pp | 25.75%-19.1pp | 318.53%-311.9pp |
| Employer contribution / active EE | $1,451 | $2,735-47.0% | $3,722-61.0% | $2,565-43.4% |
| Participant deferral / active EE | $2,678 | $3,467-22.8% | $4,653-42.5% | $3,952-32.2% |
| Admin fee / account holder | $3,586 | $5,469-34.4% | $6,752-46.9% | $6,260-42.7% |