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 | $113,930 | $102,317+11.4% | $146,958-22.5% | $80,856+40.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.8pp | 67.6%+24.3pp |
| Annual return | 9.95% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,533 | $3,713-31.8% | $4,933-48.6% | $2,755-8.0% |
| Participant deferral / active EE | $7,421 | $6,644+11.7% | $8,070-8.0% | $4,296+72.8% |
| Admin fee / account holder | $12,702 | $7,941+59.9% | $12,998-2.3% | $6,918+83.6% |