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 | $92,461 | $102,317-9.6% | $146,958-37.1% | $80,856+14.4% |
| Participation rate | 82.1% | 75.8%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 11.34% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,148 | $3,713-69.1% | $4,933-76.7% | $2,755-58.3% |
| Participant deferral / active EE | $6,104 | $6,644-8.1% | $8,070-24.4% | $4,296+42.1% |
| Admin fee / account holder | $7,087 | $7,941-10.8% | $12,998-45.5% | $6,918+2.4% |