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 | $71,340 | $91,538-22.1% | $129,995-45.1% | $75,163-5.1% |
| Participation rate | 93.5% | 71.4%+22.1pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 11.50% | -631.11%+642.6pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $8,064 | $2,845+183.4% | $4,320+86.7% | $2,670+202.1% |
| Participant deferral / active EE | $6,495 | $4,341+49.6% | $5,820+11.6% | $4,125+57.5% |
| Admin fee / account holder | $19,530 | $6,790+187.6% | $10,614+84.0% | $5,651+245.6% |