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 | $61,009 | $106,515-42.7% | $96,683-36.9% | $139,434-56.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 10.13% | 38.43%-28.3pp | 35.69%-25.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $14,639 | $4,103+256.8% | $3,737+291.8% | $4,751+208.1% |
| Participant deferral / active EE | $1,698 | $5,454-68.9% | $4,878-65.2% | $6,710-74.7% |
| Admin fee / account holder | $9,956 | $7,877+26.4% | $6,730+47.9% | $11,403-12.7% |