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 | $102,066 | $123,793-17.6% | $177,821-42.6% | $79,858+27.8% |
| Participation rate | 89.2% | 84.7%+4.6pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 7.68% | 22.82%-15.1pp | 48.32%-40.6pp | 31.71%-24.0pp |
| Employer contribution / active EE | $6,729 | $4,095+64.3% | $5,918+13.7% | $2,471+172.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,366 | $7,243-81.1% | $12,427-89.0% | $5,306-74.3% |