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 | $76,557 | $104,907-27.0% | $84,611-9.5% | $152,861-49.9% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 4.06% | 373.79%-369.7pp | 258.74%-254.7pp | 345.32%-341.3pp |
| Employer contribution / active EE | $1,203 | $3,302-63.6% | $2,652-54.6% | $4,762-74.7% |
| Participant deferral / active EE | $11,218 | $4,688+139.3% | $3,899+187.7% | $5,850+91.7% |
| Admin fee / account holder | $81,851 | $6,241+1211.5% | $4,912+1566.3% | $11,596+605.8% |