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 | $62,183 | $198,466-68.7% | $170,442-63.5% | $147,584-57.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 7.76% | 257.29%-249.5pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $4,616 | $6,184-25.3% | $5,433-15.0% | $4,876-5.3% |
| Participant deferral / active EE | $5,554 | $5,629-1.3% | $4,939+12.4% | $5,439+2.1% |
| Admin fee / account holder | $351,298 | $16,852+1984.6% | $13,880+2430.9% | $10,885+3127.3% |