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 | $99,133 | $84,233+17.7% | $170,442-41.8% | $70,131+41.4% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 9.91% | 23.06%-13.2pp | 205.93%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $9,123 | $3,387+169.4% | $5,433+67.9% | $2,342+289.5% |
| Participant deferral / active EE | $3,924 | $3,086+27.2% | $4,939-20.5% | $3,332+17.8% |
| Admin fee / account holder | $5,526 | $5,698-3.0% | $13,880-60.2% | $4,645+19.0% |