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 | $101,967 | $138,347-26.3% | $184,203-44.6% | $80,856+26.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.39% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $7,606 | $4,850+56.8% | $6,427+18.4% | $2,755+176.1% |
| Participant deferral / active EE | $3,900 | $7,071-44.8% | $9,131-57.3% | $4,296-9.2% |
| Admin fee / account holder | $1,671 | $10,483-84.1% | $13,901-88.0% | $6,918-75.9% |