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 | $91,839 | $90,503+1.5% | $78,689+16.7% | $273,961-66.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.53% | 75.60%-74.1pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $2,278 | $3,176-28.3% | $2,851-20.1% | $4,869-53.2% |
| Participant deferral / active EE | $7,482 | $3,901+91.8% | $3,517+112.7% | $5,287+41.5% |
| Admin fee / account holder | $799 | $5,263-84.8% | $4,510-82.3% | $10,132-92.1% |