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 | $65,371 | $90,503-27.8% | $78,689-16.9% | $273,961-76.1% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 1.38% | 75.60%-74.2pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $4,082 | $3,176+28.5% | $2,851+43.2% | $4,869-16.1% |
| Participant deferral / active EE | $4,076 | $3,901+4.5% | $3,517+15.9% | $5,287-22.9% |
| Admin fee / account holder | $414 | $5,263-92.1% | $4,510-90.8% | $10,132-95.9% |