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 | $87,210 | $148,978-41.5% | $200,582-56.5% | $84,808+2.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.82% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $7,383 | $4,815+53.3% | $6,419+15.0% | $2,631+180.6% |
| Participant deferral / active EE | $5,579 | $7,142-21.9% | $9,331-40.2% | $4,212+32.5% |
| Admin fee / account holder | $3,322 | $13,977-76.2% | $16,305-79.6% | $7,344-54.8% |