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 | $63,233 | $48,795+29.6% | $65,493-3.5% | $84,808-25.4% |
| Participation rate | 95.3% | 67.0%+28.4pp | 73.1%+22.3pp | 68.3%+27.0pp |
| Annual return | 10.75% | 20.20%-9.5pp | 982.45%-971.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,570 | $2,928-12.3% | $3,961-35.1% | $4,212-39.0% |
| Admin fee / account holder | $8,592 | $3,877+121.6% | $5,028+70.9% | $7,344+17.0% |