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 | $70,408 | $74,888-6.0% | $71,209-1.1% | $142,382-50.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 3.98% | 345.14%-341.2pp | 282.51%-278.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $3,790 | $2,854+32.8% | $2,721+39.3% | $4,299-11.8% |
| Participant deferral / active EE | $6,482 | $4,454+45.5% | $4,175+55.2% | $6,507-0.4% |
| Admin fee / account holder | $2,758 | $5,568-50.5% | $5,349-48.4% | $12,624-78.2% |