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 | $73,093 | $65,409+11.7% | $98,442-25.8% | $85,850-14.9% |
| Participation rate | 83.1% | 65.0%+18.1pp | 73.3%+9.8pp | 69.3%+13.8pp |
| Annual return | 11.67% | 21.76%-10.1pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,124 | $2,168-2.0% | $2,960-28.2% | $2,565-17.2% |
| Participant deferral / active EE | $4,131 | $3,166+30.5% | $4,276-3.4% | $3,952+4.5% |
| Admin fee / account holder | $8,014 | $4,593+74.5% | $5,949+34.7% | $6,260+28.0% |