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 | $80,987 | $102,317-20.8% | $146,958-44.9% | $80,856+0.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 10.89% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,841 | $3,713+3.4% | $4,933-22.1% | $2,755+39.4% |
| Participant deferral / active EE | $5,188 | $6,644-21.9% | $8,070-35.7% | $4,296+20.8% |
| Admin fee / account holder | $24,313 | $7,941+206.2% | $12,998+87.0% | $6,918+251.4% |