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 | $55,248 | $78,705-29.8% | $117,854-53.1% | $70,131-21.2% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 12.31% | 23.30%-11.0pp | 335.08%-322.8pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,155 | $2,223-48.0% | $3,786-69.5% | $2,342-50.7% |
| Participant deferral / active EE | $3,644 | $3,297+10.5% | $4,482-18.7% | $3,332+9.4% |
| Admin fee / account holder | $13,833 | $5,065+173.1% | $8,020+72.5% | $4,645+197.8% |