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 | $60,086 | $53,822+11.6% | $75,696-20.6% | $85,850-30.0% |
| Participation rate | 96.8% | 69.1%+27.7pp | 74.8%+21.9pp | 69.3%+27.5pp |
| Annual return | 10.97% | 24.54%-13.6pp | 104.53%-93.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,371 | $2,017+17.6% | $2,743-13.5% | $2,565-7.6% |
| Participant deferral / active EE | $1,559 | $2,895-46.2% | $3,821-59.2% | $3,952-60.5% |
| Admin fee / account holder | $1,365 | $3,343-59.2% | $3,619-62.3% | $6,260-78.2% |