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 | $74,172 | $77,899-4.8% | $149,673-50.4% | $75,163-1.3% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.9pp | 67.2%+30.4pp |
| Annual return | 11.79% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,316 | $3,137-26.2% | $4,818-51.9% | $2,670-13.3% |
| Participant deferral / active EE | $4,641 | $3,411+36.1% | $5,680-18.3% | $4,125+12.5% |
| Admin fee / account holder | $28,362 | $5,956+376.2% | $13,210+114.7% | $5,651+401.9% |