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 | $66,897 | $148,534-55.0% | $135,903-50.8% | $139,434-52.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.95% | 79.19%-67.2pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,829 | $5,243-46.0% | $4,856-41.7% | $4,751-40.5% |
| Participant deferral / active EE | $3,854 | $8,100-52.4% | $7,758-50.3% | $6,710-42.6% |
| Admin fee / account holder | $32,432 | $12,400+161.6% | $10,762+201.4% | $11,403+184.4% |