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 | $107,730 | $144,119-25.2% | $117,854-8.6% | $147,584-27.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 5.83% | 531.15%-525.3pp | 335.08%-329.3pp | 578.55%-572.7pp |
| Employer contribution / active EE | $11,610 | $4,896+137.1% | $3,786+206.7% | $4,876+138.1% |
| Participant deferral / active EE | $6,251 | $5,316+17.6% | $4,482+39.5% | $5,439+14.9% |
| Admin fee / account holder | $916 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |