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 | $93,997 | $73,638+27.6% | $95,952-2.0% | $73,488+27.9% |
| Participation rate | 95.1% | 76.2%+18.9pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | -5.98% | 16.78%-22.8pp | 91.61%-97.6pp | 28.51%-34.5pp |
| Employer contribution / active EE | $2,774 | $1,863+48.9% | $2,541+9.2% | $2,270+22.2% |
| Participant deferral / active EE | $7,106 | $3,617+96.5% | $4,167+70.5% | $3,740+90.0% |
| Admin fee / account holder | $4,631 | $482+860.7% | $6,795-31.8% | $513+802.7% |