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 | $64,535 | $114,381-43.6% | $107,525-40.0% | $142,382-54.7% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 6.43% | 242.71%-236.3pp | 181.32%-174.9pp | 217.08%-210.6pp |
| Employer contribution / active EE | $9,444 | $4,015+135.2% | $3,754+151.6% | $4,299+119.7% |
| Participant deferral / active EE | $2,583 | $5,564-53.6% | $5,116-49.5% | $6,507-60.3% |
| Admin fee / account holder | $2,942 | $9,860-70.2% | $8,919-67.0% | $12,624-76.7% |