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 | $77,650 | $54,705+41.9% | $71,209+9.0% | $84,808-8.4% |
| Participation rate | 79.5% | 64.1%+15.5pp | 73.8%+5.8pp | 68.3%+11.2pp |
| Annual return | 12.51% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $6,071 | $2,158+181.4% | $2,721+123.1% | $2,631+130.8% |
| Participant deferral / active EE | $1,429 | $3,030-52.9% | $4,175-65.8% | $4,212-66.1% |
| Admin fee / account holder | $9,850 | $4,863+102.5% | $5,349+84.1% | $7,344+34.1% |