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 | $90,085 | $87,013+3.5% | $106,213-15.2% | $80,856+11.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 7.64% | 17.05%-9.4pp | 116.14%-108.5pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,561 | $2,395-34.8% | $3,171-50.8% | $2,755-43.3% |
| Participant deferral / active EE | $6,152 | $3,986+54.3% | $5,016+22.7% | $4,296+43.2% |
| Admin fee / account holder | $22,141 | $8,431+162.6% | $11,033+100.7% | $6,918+220.1% |