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 | $106,566 | $102,317+4.2% | $146,958-27.5% | $80,856+31.8% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 10.37% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,327 | $3,713+70.4% | $4,933+28.3% | $2,755+129.7% |
| Participant deferral / active EE | $7,279 | $6,644+9.6% | $8,070-9.8% | $4,296+69.4% |
| Admin fee / account holder | $3,603 | $7,941-54.6% | $12,998-72.3% | $6,918-47.9% |