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 | $84,384 | $115,770-27.1% | $101,248-16.7% | $158,922-46.9% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 5.30% | 56.14%-50.8pp | 46.47%-41.2pp | 302.83%-297.5pp |
| Employer contribution / active EE | $7,984 | $4,175+91.3% | $3,660+118.2% | $4,761+67.7% |
| Participant deferral / active EE | $5,355 | $4,957+8.0% | $4,370+22.5% | $5,982-10.5% |
| Admin fee / account holder | $18,871 | $7,245+160.5% | $5,945+217.4% | $11,246+67.8% |