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 | $116,330 | $87,733+32.6% | $106,548+9.2% | $85,850+35.5% |
| Participation rate | 84.0% | 71.9%+12.0pp | 76.1%+7.8pp | 69.3%+14.6pp |
| Annual return | 9.72% | 21.86%-12.1pp | 26.80%-17.1pp | 318.53%-308.8pp |
| Employer contribution / active EE | $926 | $2,073-55.3% | $2,819-67.2% | $2,565-63.9% |
| Participant deferral / active EE | $2,478 | $3,469-28.6% | $4,398-43.7% | $3,952-37.3% |
| Admin fee / account holder | $34,149 | $6,767+404.6% | $7,407+361.0% | $6,260+445.5% |