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 | $93,852 | $71,050+32.1% | $93,606+0.3% | $80,856+16.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.92% | 11.26%-1.3pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $6,288 | $1,564+302.1% | $2,420+159.8% | $2,755+128.2% |
| Participant deferral / active EE | $3,005 | $4,034-25.5% | $4,411-31.9% | $4,296-30.0% |
| Admin fee / account holder | $1,634 | $6,945-76.5% | $8,285-80.3% | $6,918-76.4% |