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 | $77,543 | $100,852-23.1% | $90,404-14.2% | $158,922-51.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 2.92% | 1724.20%-1721.3pp | 1293.02%-1290.1pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,981 | $3,689-46.3% | $3,262-39.3% | $4,761-58.4% |
| Participant deferral / active EE | $5,837 | $4,348+34.3% | $3,963+47.3% | $5,982-2.4% |
| Admin fee / account holder | $33,227 | $6,501+411.1% | $5,611+492.2% | $11,246+195.5% |