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 | $67,954 | $74,888-9.3% | $71,209-4.6% | $142,382-52.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 8.29% | 345.14%-336.9pp | 282.51%-274.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $4,427 | $2,854+55.1% | $2,721+62.7% | $4,299+3.0% |
| Participant deferral / active EE | $6,006 | $4,454+34.8% | $4,175+43.8% | $6,507-7.7% |
| Admin fee / account holder | $14,158 | $5,568+154.3% | $5,349+164.7% | $12,624+12.2% |