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 | $72,205 | $111,754-35.4% | $103,333-30.1% | $145,922-50.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 8.52% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,508 | $4,212-40.5% | $3,868-35.2% | $4,660-46.2% |
| Participant deferral / active EE | $4,292 | $5,619-23.6% | $5,057-15.1% | $6,688-35.8% |
| Admin fee / account holder | $27,180 | $9,750+178.8% | $8,355+225.3% | $13,397+102.9% |