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 | $93,898 | $83,477+12.5% | $125,175-25.0% | $72,985+28.7% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | -0.36% | 25.78%-26.1pp | 43.79%-44.1pp | 81.00%-81.4pp |
| Employer contribution / active EE | $5,808 | $2,345+147.7% | $3,865+50.3% | $2,440+138.1% |
| Participant deferral / active EE | $3,161 | $3,585-11.8% | $4,937-36.0% | $3,607-12.4% |
| Admin fee / account holder | $2,393 | $5,517-56.6% | $9,702-75.3% | $5,124-53.3% |