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 | $73,086 | $49,922+46.4% | $80,569-9.3% | $75,163-2.8% |
| Participation rate | 95.5% | 55.3%+40.1pp | 67.0%+28.5pp | 67.2%+28.3pp |
| Annual return | 12.40% | 34.69%-22.3pp | 935.43%-923.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,818 | $1,698+7.1% | $2,723-33.2% | $2,670-31.9% |
| Participant deferral / active EE | $4,008 | $2,990+34.0% | $4,447-9.9% | $4,125-2.8% |
| Admin fee / account holder | $673 | $3,577-81.2% | $5,377-87.5% | $5,651-88.1% |