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 | $75,674 | $57,016+32.7% | $84,966-10.9% | $80,856-6.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 9.51% | 21.66%-12.2pp | 66.38%-56.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,951 | $1,798+8.5% | $2,727-28.5% | $2,755-29.2% |
| Participant deferral / active EE | $4,510 | $3,110+45.0% | $4,519-0.2% | $4,296+5.0% |
| Admin fee / account holder | $2,380 | $4,980-52.2% | $6,149-61.3% | $6,918-65.6% |