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 | $64,973 | $89,753-27.6% | $107,525-39.6% | $84,808-23.4% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 11.62% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $9,057 | $3,113+190.9% | $3,754+141.3% | $2,631+244.2% |
| Participant deferral / active EE | $3,932 | $4,056-3.1% | $5,116-23.1% | $4,212-6.6% |
| Admin fee / account holder | $784 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |