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 | $96,875 | $67,606+43.3% | $82,313+17.7% | $70,131+38.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.88% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $569 | $1,755-67.6% | $2,428-76.6% | $2,342-75.7% |
| Participant deferral / active EE | $4,599 | $2,987+54.0% | $3,706+24.1% | $3,332+38.0% |
| Admin fee / account holder | $5,970 | $4,512+32.3% | $5,608+6.4% | $4,645+28.5% |