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 | $70,054 | $56,053+25.0% | $75,972-7.8% | $80,856-13.4% |
| Participation rate | 77.4% | 62.0%+15.4pp | 69.1%+8.4pp | 67.6%+9.8pp |
| Annual return | 7.67% | 20.53%-12.9pp | 359.55%-351.9pp | 35.59%-27.9pp |
| Employer contribution / active EE | $571 | $1,874-69.5% | $2,685-78.7% | $2,755-79.3% |
| Participant deferral / active EE | $5,636 | $3,052+84.7% | $4,255+32.4% | $4,296+31.2% |
| Admin fee / account holder | $9,146 | $5,234+74.8% | $6,467+41.4% | $6,918+32.2% |