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 | $73,092 | $48,795+49.8% | $65,493+11.6% | $84,808-13.8% |
| Participation rate | 79.3% | 67.0%+12.3pp | 73.1%+6.2pp | 68.3%+11.0pp |
| Annual return | 10.05% | 20.20%-10.1pp | 982.45%-972.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,674 | $1,930+90.4% | $2,574+42.7% | $2,631+39.6% |
| Participant deferral / active EE | $8,947 | $2,928+205.5% | $3,961+125.9% | $4,212+112.4% |
| Admin fee / account holder | $11,415 | $3,877+194.4% | $5,028+127.0% | $7,344+55.4% |