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 | $99,851 | $101,724-1.8% | $164,813-39.4% | $80,856+23.5% |
| Participation rate | 73.2% | 71.8%+1.3pp | 78.6%-5.4pp | 67.6%+5.5pp |
| Annual return | 10.16% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,611 | $2,953-45.5% | $4,341-62.9% | $2,755-41.5% |
| Participant deferral / active EE | $6,571 | $4,477+46.8% | $6,031+8.9% | $4,296+53.0% |
| Admin fee / account holder | $310 | $8,227-96.2% | $12,690-97.6% | $6,918-95.5% |