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 | $98,091 | $74,888+31.0% | $71,209+37.8% | $142,382-31.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 11.81% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,900 | $2,854+71.7% | $2,721+80.1% | $4,299+14.0% |
| Participant deferral / active EE | $16,955 | $4,454+280.6% | $4,175+306.1% | $6,507+160.6% |
| Admin fee / account holder | $1,682 | $5,568-69.8% | $5,349-68.6% | $12,624-86.7% |