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 | $69,481 | $89,355-22.2% | $141,162-50.8% | $72,985-4.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 3.59% | 111.85%-108.3pp | 71.39%-67.8pp | 81.00%-77.4pp |
| Employer contribution / active EE | $6,436 | $3,114+106.7% | $4,735+35.9% | $2,440+163.8% |
| Participant deferral / active EE | $12,662 | $5,418+133.7% | $6,709+88.7% | $3,607+251.0% |
| Admin fee / account holder | $8,418 | $5,958+41.3% | $10,261-18.0% | $5,124+64.3% |