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 | $75,300 | $54,705+37.6% | $71,209+5.7% | $84,808-11.2% |
| Participation rate | 98.5% | 64.1%+34.5pp | 73.8%+24.8pp | 68.3%+30.2pp |
| Annual return | 12.08% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,213 | $2,158+187.9% | $2,721+128.3% | $2,631+136.2% |
| Participant deferral / active EE | $5,493 | $3,030+81.3% | $4,175+31.6% | $4,212+30.4% |
| Admin fee / account holder | $2,574 | $4,863-47.1% | $5,349-51.9% | $7,344-65.0% |