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 | $96,335 | $86,286+11.6% | $111,297-13.4% | $85,850+12.2% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 8.33% | 19.99%-11.7pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $9,557 | $2,043+367.8% | $2,731+250.0% | $2,565+272.6% |
| Participant deferral / active EE | $4,008 | $3,641+10.1% | $4,487-10.7% | $3,952+1.4% |
| Admin fee / account holder | $4,230 | $8,188-48.3% | $7,964-46.9% | $6,260-32.4% |