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 | $72,353 | $96,635-25.1% | $86,612-16.5% | $139,434-48.1% |
| Participation rate | 81.0% | 74.4%+6.6pp | 71.7%+9.3pp | 80.3%+0.6pp |
| Annual return | 7.04% | 106.41%-99.4pp | 591.07%-584.0pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,678 | $3,263-48.6% | $3,022-44.5% | $4,751-64.7% |
| Participant deferral / active EE | $5,521 | $4,836+14.2% | $4,438+24.4% | $6,710-17.7% |
| Admin fee / account holder | $24,410 | $6,408+280.9% | $5,614+334.8% | $11,403+114.1% |