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 | $80,443 | $163,101-50.7% | $136,749-41.2% | $142,382-43.5% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 7.66% | 27.54%-19.9pp | 24.33%-16.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,210 | $4,117-22.0% | $3,400-5.6% | $4,299-25.3% |
| Participant deferral / active EE | $3,210 | $5,585-42.5% | $4,692-31.6% | $6,507-50.7% |
| Admin fee / account holder | $50,523 | $14,318+252.9% | $11,386+343.7% | $12,624+300.2% |