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 | $60,467 | $91,538-33.9% | $129,995-53.5% | $75,163-19.6% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 10.91% | -631.11%+642.0pp | -137.18%+148.1pp | 160.62%-149.7pp |
| Employer contribution / active EE | $9,058 | $2,845+218.3% | $4,320+109.7% | $2,670+239.3% |
| Participant deferral / active EE | $4,606 | $4,341+6.1% | $5,820-20.9% | $4,125+11.7% |
| Admin fee / account holder | $22,490 | $6,790+231.2% | $10,614+111.9% | $5,651+298.0% |