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 | $93,990 | $102,317-8.1% | $146,958-36.0% | $80,856+16.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.05% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,731 | $3,713-26.5% | $4,933-44.6% | $2,755-0.9% |
| Participant deferral / active EE | $6,182 | $6,644-7.0% | $8,070-23.4% | $4,296+43.9% |
| Admin fee / account holder | $1,390 | $7,941-82.5% | $12,998-89.3% | $6,918-79.9% |