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 | $75,452 | $48,570+55.3% | $130,648-42.2% | $72,985+3.4% |
| Participation rate | 82.9% | 58.6%+24.4pp | 71.7%+11.2pp | 69.5%+13.4pp |
| Annual return | 7.61% | 38.63%-31.0pp | 1708.96%-1701.4pp | 81.00%-73.4pp |
| Employer contribution / active EE | $4,378 | $1,334+228.2% | $4,092+7.0% | $2,440+79.4% |
| Participant deferral / active EE | $2,863 | $2,384+20.1% | $3,603-20.5% | $3,607-20.6% |
| Admin fee / account holder | $3,605 | $3,549+1.6% | $5,464-34.0% | $5,124-29.7% |