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 | $75,406 | $98,750-23.6% | $149,696-49.6% | $79,858-5.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 10.64% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,957 | $3,216-39.2% | $4,644-57.9% | $2,471-20.8% |
| Participant deferral / active EE | $6,020 | $5,680+6.0% | $6,842-12.0% | $3,740+61.0% |
| Admin fee / account holder | $29,160 | $6,053+381.8% | $9,309+213.3% | $5,306+449.5% |