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 | $81,296 | $58,208+39.7% | $81,812-0.6% | $80,856+0.5% |
| Participation rate | 75.8% | 63.4%+12.4pp | 72.3%+3.5pp | 67.6%+8.2pp |
| Annual return | 10.28% | 41.66%-31.4pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,239 | $2,340-47.0% | $2,912-57.5% | $2,755-55.0% |
| Participant deferral / active EE | $2,685 | $3,281-18.2% | $4,319-37.8% | $4,296-37.5% |
| Admin fee / account holder | $32,960 | $4,981+561.7% | $7,386+346.3% | $6,918+376.4% |