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 | $63,709 | $74,888-14.9% | $71,209-10.5% | $142,382-55.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 9.94% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,861 | $2,854-34.8% | $2,721-31.6% | $4,299-56.7% |
| Participant deferral / active EE | $4,403 | $4,454-1.1% | $4,175+5.5% | $6,507-32.3% |
| Admin fee / account holder | $31,456 | $5,568+464.9% | $5,349+488.1% | $12,624+149.2% |