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 | $70,377 | $101,724-30.8% | $164,813-57.3% | $80,856-13.0% |
| Participation rate | 73.0% | 71.8%+1.1pp | 78.6%-5.6pp | 67.6%+5.3pp |
| Annual return | 7.34% | 16.72%-9.4pp | 69.93%-62.6pp | 35.59%-28.3pp |
| Employer contribution / active EE | $7,283 | $2,953+146.6% | $4,341+67.8% | $2,755+164.4% |
| Participant deferral / active EE | $3,010 | $4,477-32.8% | $6,031-50.1% | $4,296-29.9% |
| Admin fee / account holder | $54,387 | $8,227+561.1% | $12,690+328.6% | $6,918+686.2% |