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 | $68,904 | $106,584-35.4% | $101,326-32.0% | $142,382-51.6% |
| Participation rate | 81.3% | 82.7%-1.4pp | 81.5%-0.2pp | 80.1%+1.1pp |
| Annual return | 11.55% | 36.93%-25.4pp | 36.82%-25.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $7,500 | $3,956+89.6% | $3,665+104.6% | $4,299+74.5% |
| Participant deferral / active EE | $3,949 | $8,297-52.4% | $7,994-50.6% | $6,507-39.3% |
| Admin fee / account holder | $10,177 | $11,446-11.1% | $11,185-9.0% | $12,624-19.4% |