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 | $113,919 | $81,248+40.2% | $155,509-26.7% | $80,856+40.9% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.6%+27.5pp |
| Annual return | 2.16% | 33.31%-31.1pp | 64.67%-62.5pp | 35.59%-33.4pp |
| Employer contribution / active EE | $5,358 | $3,100+72.8% | $4,672+14.7% | $2,755+94.5% |
| Participant deferral / active EE | $6,826 | $3,452+97.8% | $5,626+21.3% | $4,296+58.9% |
| Admin fee / account holder | $986 | $7,997-87.7% | $15,912-93.8% | $6,918-85.8% |