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 | $58,371 | $58,208+0.3% | $81,812-28.7% | $80,856-27.8% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.3%+12.3pp | 67.6%+17.0pp |
| Annual return | 10.17% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,437 | $2,340+4.1% | $2,912-16.3% | $2,755-11.5% |
| Participant deferral / active EE | $5,517 | $3,281+68.2% | $4,319+27.8% | $4,296+28.4% |
| Admin fee / account holder | $6,601 | $4,981+32.5% | $7,386-10.6% | $6,918-4.6% |