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 | $67,546 | $64,324+5.0% | $118,925-43.2% | $79,858-15.4% |
| Participation rate | 92.6% | 64.9%+27.7pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 1.42% | 86.45%-85.0pp | 35.88%-34.5pp | 31.71%-30.3pp |
| Employer contribution / active EE | $5,666 | $1,836+208.6% | $3,263+73.7% | $2,471+129.3% |
| Participant deferral / active EE | $4,240 | $2,824+50.2% | $4,265-0.6% | $3,740+13.4% |
| Admin fee / account holder | $3,521 | $4,040-12.8% | $6,581-46.5% | $5,306-33.6% |