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 | $97,127 | $65,561+48.1% | $86,188+12.7% | $75,163+29.2% |
| Participation rate | 92.7% | 60.5%+32.2pp | 69.0%+23.8pp | 67.2%+25.5pp |
| Annual return | 12.35% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,776 | $1,553+14.4% | $2,380-25.4% | $2,670-33.5% |
| Participant deferral / active EE | $6,825 | $3,024+125.7% | $3,985+71.2% | $4,125+65.4% |
| Admin fee / account holder | $8,592 | $5,474+57.0% | $6,852+25.4% | $5,651+52.0% |