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 | $99,360 | $96,557+2.9% | $80,975+22.7% | $273,961-63.7% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 1.83% | 15.14%-13.3pp | 17.10%-15.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $4,168 | $4,868-14.4% | $3,714+12.2% | $4,869-14.4% |
| Participant deferral / active EE | $4,328 | $6,598-34.4% | $5,696-24.0% | $5,287-18.1% |
| Admin fee / account holder | $1,931 | $7,492-74.2% | $5,516-65.0% | $10,132-80.9% |