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 | $90,635 | $89,355+1.4% | $141,162-35.8% | $72,985+24.2% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 15.51% | 111.85%-96.3pp | 71.39%-55.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,913 | $3,114-38.6% | $4,735-59.6% | $2,440-21.6% |
| Participant deferral / active EE | $6,099 | $5,418+12.6% | $6,709-9.1% | $3,607+69.1% |
| Admin fee / account holder | $8,882 | $5,958+49.1% | $10,261-13.4% | $5,124+73.3% |