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 | $99,088 | $65,041+52.3% | $90,951+8.9% | $79,858+24.1% |
| Participation rate | 82.4% | 61.6%+20.8pp | 69.0%+13.4pp | 69.6%+12.8pp |
| Annual return | 0.93% | 30.45%-29.5pp | 134.60%-133.7pp | 31.71%-30.8pp |
| Employer contribution / active EE | $2,342 | $1,247+87.8% | $2,122+10.4% | $2,471-5.2% |
| Participant deferral / active EE | $4,751 | $2,512+89.1% | $3,373+40.9% | $3,740+27.0% |
| Admin fee / account holder | $6,094 | $4,536+34.3% | $5,959+2.3% | $5,306+14.8% |