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 | $91,015 | $91,538-0.6% | $129,995-30.0% | $75,163+21.1% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 12.90% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,272 | $2,845-55.3% | $4,320-70.6% | $2,670-52.4% |
| Participant deferral / active EE | $2,802 | $4,341-35.5% | $5,820-51.9% | $4,125-32.1% |
| Admin fee / account holder | $4,219 | $6,790-37.9% | $10,614-60.3% | $5,651-25.3% |