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 | $88,136 | $99,020-11.0% | $86,590+1.8% | $147,584-40.3% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 6.85% | 1312.34%-1305.5pp | 964.84%-958.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,782 | $3,132-43.1% | $2,839-37.2% | $4,876-63.5% |
| Participant deferral / active EE | $4,593 | $3,972+15.6% | $3,609+27.3% | $5,439-15.6% |
| Admin fee / account holder | $37,956 | $5,710+564.7% | $4,906+673.7% | $10,885+248.7% |