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 | $64,912 | $159,602-59.3% | $150,045-56.7% | $142,382-54.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 8.85% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $4,479 | $4,961-9.7% | $4,693-4.6% | $4,299+4.2% |
| Participant deferral / active EE | $6,163 | $8,310-25.8% | $7,997-22.9% | $6,507-5.3% |
| Admin fee / account holder | $30,275 | $14,846+103.9% | $13,435+125.3% | $12,624+139.8% |