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 | $70,724 | $54,705+29.3% | $71,209-0.7% | $84,808-16.6% |
| Participation rate | 89.4% | 64.1%+25.3pp | 73.8%+15.6pp | 68.3%+21.1pp |
| Annual return | 5.84% | 35.90%-30.1pp | 282.51%-276.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $3,050 | $2,158+41.3% | $2,721+12.1% | $2,631+15.9% |
| Participant deferral / active EE | $8,129 | $3,030+168.2% | $4,175+94.7% | $4,212+93.0% |
| Admin fee / account holder | $9,922 | $4,863+104.0% | $5,349+85.5% | $7,344+35.1% |