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 | $66,599 | $109,413-39.1% | $156,263-57.4% | $84,808-21.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.94% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,003 | $2,907+72.1% | $4,333+15.5% | $2,631+90.2% |
| Participant deferral / active EE | $7,626 | $4,590+66.1% | $6,158+23.8% | $4,212+81.1% |
| Admin fee / account holder | $67,865 | $9,357+625.3% | $14,255+376.1% | $7,344+824.1% |