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 | $86,097 | $63,346+35.9% | $92,233-6.7% | $70,131+22.8% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 11.43% | 530.12%-518.7pp | 176.28%-164.9pp | 73.14%-61.7pp |
| Employer contribution / active EE | $6,009 | $2,471+143.2% | $3,679+63.3% | $2,342+156.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $770 | $3,840-79.9% | $5,194-85.2% | $4,645-83.4% |