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 | $62,622 | $58,208+7.6% | $81,812-23.5% | $80,856-22.6% |
| Participation rate | 70.5% | 63.4%+7.1pp | 72.3%-1.9pp | 67.6%+2.9pp |
| Annual return | 7.72% | 41.66%-33.9pp | 773.79%-766.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,119 | $2,340-52.2% | $2,912-61.6% | $2,755-59.4% |
| Participant deferral / active EE | $5,366 | $3,281+63.6% | $4,319+24.3% | $4,296+24.9% |
| Admin fee / account holder | $12,128 | $4,981+143.5% | $7,386+64.2% | $6,918+75.3% |