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 | $45,780 | $81,208-43.6% | $98,907-53.7% | $79,858-42.7% |
| Participation rate | 92.0% | 72.5%+19.5pp | 76.0%+16.0pp | 69.6%+22.4pp |
| Annual return | 2.51% | 60.99%-58.5pp | 196.43%-193.9pp | 31.71%-29.2pp |
| Employer contribution / active EE | $3,281 | $1,960+67.4% | $2,689+22.0% | $2,471+32.8% |
| Participant deferral / active EE | $5,219 | $3,265+59.9% | $4,244+23.0% | $3,740+39.5% |
| Admin fee / account holder | $31,814 | $6,013+429.1% | $6,642+379.0% | $5,306+499.6% |