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 | $74,863 | $95,416-21.5% | $185,823-59.7% | $85,850-12.8% |
| Participation rate | 89.3% | 68.8%+20.5pp | 81.7%+7.6pp | 69.3%+20.0pp |
| Annual return | 8.81% | 23.59%-14.8pp | 122.05%-113.2pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,917 | $3,314-42.1% | $5,167-62.9% | $2,565-25.3% |
| Participant deferral / active EE | $5,127 | $3,423+49.8% | $5,568-7.9% | $3,952+29.7% |
| Admin fee / account holder | $15,455 | $7,213+114.3% | $16,237-4.8% | $6,260+146.9% |