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 | $90,909 | $72,492+25.4% | $87,100+4.4% | $72,985+24.6% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 4.33% | 24.46%-20.1pp | 28.19%-23.9pp | 81.00%-76.7pp |
| Employer contribution / active EE | $3,750 | $1,894+98.0% | $2,521+48.7% | $2,440+53.7% |
| Participant deferral / active EE | $1,766 | $3,270-46.0% | $4,049-56.4% | $3,607-51.0% |
| Admin fee / account holder | $1,401 | $5,055-72.3% | $7,497-81.3% | $5,124-72.7% |