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 | $92,586 | $89,355+3.6% | $141,162-34.4% | $72,985+26.9% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 14.78% | 111.85%-97.1pp | 71.39%-56.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,463 | $5,418-17.6% | $6,709-33.5% | $3,607+23.7% |
| Admin fee / account holder | $16,703 | $5,958+180.3% | $10,261+62.8% | $5,124+226.0% |