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 | $74,578 | $99,985-25.4% | $146,665-49.2% | $85,850-13.1% |
| Participation rate | 74.4% | 73.1%+1.3pp | 80.1%-5.7pp | 69.3%+5.0pp |
| Annual return | 8.53% | 18.93%-10.4pp | 22.74%-14.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $686 | $2,559-73.2% | $4,136-83.4% | $2,565-73.2% |
| Participant deferral / active EE | $4,848 | $4,006+21.0% | $5,506-12.0% | $3,952+22.7% |
| Admin fee / account holder | $23,294 | $7,702+202.4% | $10,280+126.6% | $6,260+272.1% |