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 | $105,103 | $125,758-16.4% | $169,993-38.2% | $75,163+39.8% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 13.16% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,892 | $4,615-59.0% | $6,785-72.1% | $2,670-29.1% |
| Participant deferral / active EE | $3,800 | $6,837-44.4% | $10,408-63.5% | $4,125-7.9% |
| Admin fee / account holder | $9,609 | $8,173+17.6% | $12,815-25.0% | $5,651+70.0% |