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 | $69,531 | $105,181-33.9% | $159,436-56.4% | $85,850-19.0% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 12.13% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,108 | $3,318+23.8% | $4,829-14.9% | $2,565+60.1% |
| Participant deferral / active EE | $7,775 | $5,945+30.8% | $7,352+5.8% | $3,952+96.8% |
| Admin fee / account holder | $3,011 | $6,933-56.6% | $10,799-72.1% | $6,260-51.9% |