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 | $81,535 | $54,705+49.0% | $71,209+14.5% | $84,808-3.9% |
| Participation rate | 96.5% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.2pp |
| Annual return | 13.10% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,304 | $2,158+53.1% | $2,721+21.4% | $2,631+25.6% |
| Participant deferral / active EE | $7,669 | $3,030+153.1% | $4,175+83.7% | $4,212+82.1% |
| Admin fee / account holder | $30,901 | $4,863+535.4% | $5,349+477.7% | $7,344+320.8% |