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 | $57,105 | $63,346-9.9% | $92,233-38.1% | $70,131-18.6% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 11.64% | 530.12%-518.5pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $14,601 | $2,471+490.9% | $3,679+296.8% | $2,342+523.3% |
| Participant deferral / active EE | $3,689 | $2,854+29.3% | $3,897-5.3% | $3,332+10.7% |
| Admin fee / account holder | $538 | $3,840-86.0% | $5,194-89.6% | $4,645-88.4% |