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 | $64,658 | $54,705+18.2% | $71,209-9.2% | $84,808-23.8% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 11.76% | 35.90%-24.1pp | 282.51%-270.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,521 | $2,158+16.8% | $2,721-7.3% | $2,631-4.2% |
| Participant deferral / active EE | $5,812 | $3,030+91.8% | $4,175+39.2% | $4,212+38.0% |
| Admin fee / account holder | $36,723 | $4,863+655.1% | $5,349+586.6% | $7,344+400.1% |