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 | $68,566 | $126,574-45.8% | $106,213-35.4% | $145,922-53.0% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 6.02% | 224.79%-218.8pp | 116.14%-110.1pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,694 | $3,730-54.6% | $3,171-46.6% | $4,660-63.6% |
| Participant deferral / active EE | $7,313 | $5,724+27.8% | $5,016+45.8% | $6,688+9.4% |
| Admin fee / account holder | $83,107 | $17,304+380.3% | $11,033+653.3% | $13,397+520.3% |