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 | $73,664 | $77,634-5.1% | $156,549-52.9% | $62,891+17.1% |
| Participation rate | 87.8% | 71.2%+16.6pp | 84.0%+3.8pp | 69.3%+18.5pp |
| Annual return | 0.71% | 50.32%-49.6pp | 32.23%-31.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,920 | $3,444-44.2% | $5,501-65.1% | $2,281-15.8% |
| Participant deferral / active EE | $2,153 | $3,045-29.3% | $4,871-55.8% | $3,203-32.8% |
| Admin fee / account holder | $9,589 | $5,561+72.4% | $13,027-26.4% | $4,296+123.2% |