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 | $89,201 | $91,190-2.2% | $178,490-50.0% | $79,858+11.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.97% | 24.19%-19.2pp | 151.07%-146.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $3,364 | $3,256+3.3% | $5,011-32.9% | $2,471+36.2% |
| Participant deferral / active EE | $6,642 | $3,236+105.2% | $5,202+27.7% | $3,740+77.6% |
| Admin fee / account holder | $4,383 | $6,751-35.1% | $13,984-68.7% | $5,306-17.4% |