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 6-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 | $88,947 | $98,750-9.9% | $149,696-40.6% | $79,858+11.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 10.25% | 27.43%-17.2pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $5,846 | $3,216+81.8% | $4,644+25.9% | $2,471+136.6% |
| Participant deferral / active EE | $5,887 | $5,680+3.6% | $6,842-14.0% | $3,740+57.4% |
| Admin fee / account holder | $4,288 | $6,053-29.1% | $9,309-53.9% | $5,306-19.2% |