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 | $78,429 | $96,635-18.8% | $86,612-9.4% | $139,434-43.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 7.88% | 106.41%-98.5pp | 591.07%-583.2pp | 372.94%-365.1pp |
| Employer contribution / active EE | $4,401 | $3,263+34.9% | $3,022+45.6% | $4,751-7.4% |
| Participant deferral / active EE | $7,226 | $4,836+49.4% | $4,438+62.8% | $6,710+7.7% |
| Admin fee / account holder | $10,104 | $6,408+57.7% | $5,614+80.0% | $11,403-11.4% |