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 | $65,801 | $63,346+3.9% | $92,233-28.7% | $70,131-6.2% |
| Participation rate | 91.3% | 68.7%+22.6pp | 76.5%+14.8pp | 69.5%+21.7pp |
| Annual return | 11.29% | 530.12%-518.8pp | 176.28%-165.0pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,290 | $2,471-7.3% | $3,679-37.8% | $2,342-2.2% |
| Participant deferral / active EE | $2,528 | $2,854-11.4% | $3,897-35.1% | $3,332-24.1% |
| Admin fee / account holder | $21,124 | $3,840+450.1% | $5,194+306.7% | $4,645+354.7% |