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 | $72,636 | $71,050+2.2% | $93,606-22.4% | $80,856-10.2% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 6.81% | 11.26%-4.5pp | 133.20%-126.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $2,211 | $1,564+41.4% | $2,420-8.6% | $2,755-19.7% |
| Participant deferral / active EE | $4,746 | $4,034+17.7% | $4,411+7.6% | $4,296+10.5% |
| Admin fee / account holder | $31,221 | $6,945+349.6% | $8,285+276.8% | $6,918+351.3% |