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 | $83,649 | $64,324+30.0% | $118,925-29.7% | $79,858+4.7% |
| Participation rate | 96.7% | 64.9%+31.8pp | 75.4%+21.3pp | 69.6%+27.0pp |
| Annual return | 2.51% | 86.45%-83.9pp | 35.88%-33.4pp | 31.71%-29.2pp |
| Employer contribution / active EE | $6,085 | $1,836+231.4% | $3,263+86.5% | $2,471+146.3% |
| Participant deferral / active EE | $2,790 | $2,824-1.2% | $4,265-34.6% | $3,740-25.4% |
| Admin fee / account holder | $5,563 | $4,040+37.7% | $6,581-15.5% | $5,306+4.8% |