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 | $79,389 | $99,020-19.8% | $86,590-8.3% | $147,584-46.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 5.59% | 1312.34%-1306.7pp | 964.84%-959.2pp | 578.55%-573.0pp |
| Employer contribution / active EE | $867 | $3,132-72.3% | $2,839-69.5% | $4,876-82.2% |
| Participant deferral / active EE | $2,758 | $3,972-30.6% | $3,609-23.6% | $5,439-49.3% |
| Admin fee / account holder | $9,103 | $5,710+59.4% | $4,906+85.6% | $10,885-16.4% |