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 | $90,139 | $118,849-24.2% | $96,562-6.7% | $167,490-46.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 6.16% | 50.49%-44.3pp | 37.78%-31.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $2,994 | $3,120-4.0% | $2,356+27.1% | $4,837-38.1% |
| Participant deferral / active EE | $6,599 | $4,616+43.0% | $3,849+71.5% | $6,341+4.1% |
| Admin fee / account holder | $3,492 | $8,065-56.7% | $6,181-43.5% | $12,309-71.6% |