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 | $60,744 | $115,770-47.5% | $101,248-40.0% | $158,922-61.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 5.38% | 56.14%-50.8pp | 46.47%-41.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,702 | $4,175-35.3% | $3,660-26.2% | $4,761-43.3% |
| Participant deferral / active EE | $13,650 | $4,957+175.4% | $4,370+212.3% | $5,982+128.2% |
| Admin fee / account holder | $58,752 | $7,245+710.9% | $5,945+888.2% | $11,246+422.4% |