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 | $89,915 | $65,365+37.6% | $92,893-3.2% | $72,985+23.2% |
| Participation rate | 81.1% | 68.3%+12.8pp | 76.0%+5.1pp | 69.5%+11.6pp |
| Annual return | 4.32% | 42.10%-37.8pp | 109.41%-105.1pp | 81.00%-76.7pp |
| Employer contribution / active EE | $9,937 | $2,594+283.0% | $3,653+172.0% | $2,440+307.3% |
| Participant deferral / active EE | $2,122 | $3,128-32.2% | $4,236-49.9% | $3,607-41.2% |
| Admin fee / account holder | $6,046 | $4,251+42.2% | $5,794+4.3% | $5,124+18.0% |