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 | $74,048 | $102,966-28.1% | $90,281-18.0% | $152,861-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.72% | 95.16%-89.4pp | 78.10%-72.4pp | 345.32%-339.6pp |
| Employer contribution / active EE | $3,553 | $3,139+13.2% | $2,854+24.5% | $4,762-25.4% |
| Participant deferral / active EE | $6,071 | $4,281+41.8% | $3,885+56.3% | $5,850+3.8% |
| Admin fee / account holder | $30,462 | $6,171+393.7% | $5,351+469.3% | $11,596+162.7% |