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 | $66,842 | $80,717-17.2% | $154,803-56.8% | $84,808-21.2% |
| Participation rate | 91.5% | 66.8%+24.7pp | 78.1%+13.4pp | 68.3%+23.2pp |
| Annual return | 8.02% | 37.96%-29.9pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $5,165 | $2,761+87.1% | $4,305+20.0% | $2,631+96.3% |
| Participant deferral / active EE | $4,384 | $3,303+32.7% | $5,540-20.9% | $4,212+4.1% |
| Admin fee / account holder | $46,271 | $6,746+585.9% | $14,329+222.9% | $7,344+530.1% |