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 | $70,341 | $93,571-24.8% | $135,903-48.2% | $75,163-6.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.40% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,756 | $3,537-22.1% | $4,856-43.2% | $2,670+3.2% |
| Participant deferral / active EE | $4,117 | $6,404-35.7% | $7,758-46.9% | $4,125-0.2% |
| Admin fee / account holder | $4,041 | $6,975-42.1% | $10,762-62.5% | $5,651-28.5% |