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 | $82,927 | $102,317-19.0% | $146,958-43.6% | $80,856+2.6% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 9.97% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,105 | $3,713-43.3% | $4,933-57.3% | $2,755-23.6% |
| Participant deferral / active EE | $4,081 | $6,644-38.6% | $8,070-49.4% | $4,296-5.0% |
| Admin fee / account holder | $4,378 | $7,941-44.9% | $12,998-66.3% | $6,918-36.7% |