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 | $82,423 | $60,892+35.4% | $82,3890% | $84,808-2.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 9.66% | 37.29%-27.6pp | 28.67%-19.0pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,734 | $1,779-2.6% | $2,517-31.1% | $2,631-34.1% |
| Participant deferral / active EE | $1,448 | $3,179-54.5% | $4,155-65.2% | $4,212-65.6% |
| Admin fee / account holder | $1,358 | $5,467-75.2% | $7,231-81.2% | $7,344-81.5% |