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 | $85,828 | $105,181-18.4% | $159,436-46.2% | $85,8500% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 9.16% | 45.07%-35.9pp | 263.57%-254.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $3,328 | $3,318+0.3% | $4,829-31.1% | $2,565+29.7% |
| Participant deferral / active EE | $6,152 | $5,945+3.5% | $7,352-16.3% | $3,952+55.7% |
| Admin fee / account holder | $15,526 | $6,933+123.9% | $10,799+43.8% | $6,260+148.0% |