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 | $65,598 | $107,334-38.9% | $92,893-29.4% | $152,861-57.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.43% | 145.58%-140.1pp | 109.41%-104.0pp | 345.32%-339.9pp |
| Employer contribution / active EE | $5,195 | $4,221+23.1% | $3,653+42.2% | $4,762+9.1% |
| Participant deferral / active EE | $5,910 | $4,845+22.0% | $4,236+39.5% | $5,850+1.0% |
| Admin fee / account holder | $73,968 | $7,079+944.8% | $5,794+1176.7% | $11,596+537.9% |