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 | $93,406 | $72,277+29.2% | $101,248-7.7% | $79,858+17.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.54% | 22.30%-11.8pp | 46.47%-35.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $11,648 | $2,692+332.8% | $3,660+218.3% | $2,471+371.4% |
| Participant deferral / active EE | $2,772 | $3,282-15.5% | $4,370-36.6% | $3,740-25.9% |
| Admin fee / account holder | $10,431 | $4,400+137.0% | $5,945+75.4% | $5,306+96.6% |