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 | $92,523 | $89,355+3.5% | $141,162-34.5% | $72,985+26.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.96% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,793 | $3,114+53.9% | $4,735+1.2% | $2,440+96.5% |
| Participant deferral / active EE | $5,878 | $5,418+8.5% | $6,709-12.4% | $3,607+62.9% |
| Admin fee / account holder | $2,890 | $5,958-51.5% | $10,261-71.8% | $5,124-43.6% |