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 | $94,966 | $123,793-23.3% | $177,821-46.6% | $79,858+18.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.24% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,312 | $4,095-43.5% | $5,918-60.9% | $2,471-6.4% |
| Participant deferral / active EE | $5,335 | $5,956-10.4% | $7,714-30.8% | $3,740+42.7% |
| Admin fee / account holder | $1,825 | $7,243-74.8% | $12,427-85.3% | $5,306-65.6% |