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 | $94,884 | $95,416-0.6% | $185,823-48.9% | $85,850+10.5% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 7.77% | 23.59%-15.8pp | 122.05%-114.3pp | 318.53%-310.8pp |
| Employer contribution / active EE | $1,515 | $3,314-54.3% | $5,167-70.7% | $2,565-40.9% |
| Participant deferral / active EE | $3,999 | $3,423+16.8% | $5,568-28.2% | $3,952+1.2% |
| Admin fee / account holder | $872 | $7,213-87.9% | $16,237-94.6% | $6,260-86.1% |