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 | $113,790 | $84,233+35.1% | $170,442-33.2% | $70,131+62.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.77% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,489 | $3,387-26.5% | $5,433-54.2% | $2,342+6.3% |
| Participant deferral / active EE | $4,650 | $3,086+50.7% | $4,939-5.9% | $3,332+39.6% |
| Admin fee / account holder | $751 | $5,698-86.8% | $13,880-94.6% | $4,645-83.8% |