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 | $57,248 | $58,208-1.6% | $81,812-30.0% | $80,856-29.2% |
| Participation rate | 78.6% | 63.4%+15.2pp | 72.3%+6.2pp | 67.6%+10.9pp |
| Annual return | 10.00% | 41.66%-31.7pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,300 | $2,340+41.0% | $2,912+13.3% | $2,755+19.8% |
| Participant deferral / active EE | $8,767 | $3,281+167.2% | $4,319+103.0% | $4,296+104.1% |
| Admin fee / account holder | $16,812 | $4,981+237.5% | $7,386+127.6% | $6,918+143.0% |