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 | $61,719 | $177,572-65.2% | $154,803-60.1% | $142,382-56.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 7.80% | 65.07%-57.3pp | 58.88%-51.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,480 | $4,810-48.5% | $4,305-42.4% | $4,299-42.3% |
| Participant deferral / active EE | $5,323 | $6,272-15.1% | $5,540-3.9% | $6,507-18.2% |
| Admin fee / account holder | $35,786 | $16,786+113.2% | $14,329+149.7% | $12,624+183.5% |